Clientify + Microsoft Excel
Create rows in Microsoft Excel for new contacts in Clientify
Whenever a new contact is added in Clientify, this workflow takes that information and creates a new row in a Microsoft Excel spreadsheet. This automation improves data organization and ensures you always have the updated contact details in your Excel spreadsheet, saving you the effort of manual entry. This way, you can devote more time to nurturing relationships with your contacts and less time on administrative tasks.
Whenever a new contact is added in Clientify, this workflow takes that information and creates a new row in a Microsoft Excel spreadsheet. This automation improves data organization and ensures you always have the updated contact details in your Excel spreadsheet, saving you the effort of manual entry. This way, you can devote more time to nurturing relationships with your contacts and less time on administrative tasks.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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TagRequired
Try ItNew Contact
Triggers when a new contact is created.
Try ItNew Task
Triggers when a new task is created in clientify.
Try ItFirst Name
Last Name
Full Name
Title
Company name
Contact Type
Contact Source
Street
City
State
Country
Postal Code
email
Phone number
Tags
Custom Fields
Picture URL
Taxpayer Identification Number
Contact status
website
LinkedIn Url
Contact owner
Autoassignment owner
GDPR Acceptance Date
Visitor Key
Description
New Company
Triggers when a new company is created in clientify.
Try ItNew Deal
Triggers when a new deal is created in Clientify.
Try ItContactRequired
Abandoned Date
Cart IdRequired
E-commerce
Shop Name
Order UrlRequired
CurrencyRequired
Name
Description
Category
SKU
Image Url
Item Url
PriceRequired
QuantityRequired
DiscountRequired
Deal nameRequired
Deal amountRequired
Pipeline Stage
Expected Close Date
Deal Custom Fields
Contact API URL
Deal Owner
