BSI + Microsoft Excel

Create leads in BSI CRM from new rows in Microsoft Excel spreadsheets

Automatically create a new lead in BSI CRM for every new row in an Excel spreadsheet. This Zap allows you to manage your lead details without leaving your spreadsheet interface.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create Lead
Create a new lead
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- URL (Entwurf/Live)Required
Trigger
Polling
Try It
- URL (Entwurf/Live)Required
Trigger
Polling
Try It
- URL (Entwurf/Live)Required
- Customer identificationRequired
- Subject
- Responsible identification
- Sales responsible identification
- Notes
- Status
- Start date
- End date
- Price
Action
Write
- URL (Entwurf/Live)Required
- Customer Identification
- Salutation
- Title
- Last name
- First name
- Street and House no.
- Zip code
- City
- Country
- Telephone
- Mobile
- E-Mail
- Birthday
- Language
- Origin
- Event
- Notes
- Creation date
- Gender
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
- URL (Entwurf/Live)Required
Trigger
Polling
Try It
- URL (Entwurf/Live)Required
Trigger
Polling
Try It
- URL (Entwurf/Live)Required
- Customer identificationRequired
- Subject
- Start date
- Responsible identification
- Channel
- Address
- Notes
Action
Write
- URL (Entwurf/Live)Required
- Customer IdentificationRequired
- Subject
- Due date
- Responsible Identification
- Lead identification
- Notes
- High priority
Action
Write

About BSI

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more