CustomerX + Microsoft Excel
Create or update CustomerX contacts from new rows in Microsoft Excel
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
Streamline your customer management process with a seamless workflow between Microsoft Excel and CustomerX. When a new row is added in your Excel spreadsheet, it triggers an immediate update or creation of a contact in your CustomerX app. This automation not only simplifies data entry but also ensures your customer information is always up-to-date, allowing you to focus on building stronger customer relationships.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Contact
Create Or Update Contact
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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
WorkbookRequired
Worksheet IDRequired
RangeRequired
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