Capsule CRM + Microsoft Excel
Create new Capsule CRM contacts from new Microsoft Excel rows
Streamline your contact management process with this workflow. Every time a new row is added in your Microsoft Excel, a new contact is instantly created in Capsule CRM. This ongoing, real-time workflow saves you time and guarantees that every new addition to your spreadsheet is immediately reflected in your CRM, keeping your databases up-to-date and well-coordinated.
Streamline your contact management process with this workflow. Every time a new row is added in your Microsoft Excel, a new contact is instantly created in Capsule CRM. This ongoing, real-time workflow saves you time and guarantees that every new addition to your spreadsheet is immediately reflected in your CRM, keeping your databases up-to-date and well-coordinated.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
