Microsoft Excel + Holded
Add new Holded contacts to Microsoft Excel as rows
Keep track of your new contacts in Holded by incorporating them into your Microsoft Excel spreadsheet effortlessly. This workflow starts when a new contact is added on Holded, immediately updating it as a row in your designated Microsoft Excel spreadsheet. It's a time-efficient method to manage contacts, eliminating the need for manual entry and ensuring your data remains updated and organized.
Keep track of your new contacts in Holded by incorporating them into your Microsoft Excel spreadsheet effortlessly. This workflow starts when a new contact is added on Holded, immediately updating it as a row in your designated Microsoft Excel spreadsheet. It's a time-efficient method to manage contacts, eliminating the need for manual entry and ensuring your data remains updated and organized.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
Tags
New Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try ItContact ID
Contact Code
Contact Name
Contact Email
Contact Address
Contact City
Contact Postal Code
Contact Province
Contact Country
Contact Country Code
Description
Notes
DateRequired
Name
Units
SKU
Subtotal
Discount (%)
Tax Rate (%)
Taxes
Document Number
Currency
Tags
