Bitrix24 CRM + Microsoft Excel
Create spreadsheets in Microsoft Excel for new leads triggered in Bitrix24 CRM
Save time and effort by automating the process of adding new leads from your Bitrix24 CRM to a Microsoft Excel spreadsheet. With this workflow, each time a lead is created in Bitrix24, a new entry will be added to your selected Excel spreadsheet. Keep track of your leads effortlessly and ensure all important information is organized and easily accessible.
Save time and effort by automating the process of adding new leads from your Bitrix24 CRM to a Microsoft Excel spreadsheet. With this workflow, each time a lead is created in Bitrix24, a new entry will be added to your selected Excel spreadsheet. Keep track of your leads effortlessly and ensure all important information is organized and easily accessible.
- When this happens...Lead Trigger
Fires when a lead trigger is triggered.
- automatically do this!Create Workbook
Creates a new workbook
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