Microsoft Excel + Leadinfo
Create spreadsheets in Microsoft Excel for each new share in Leadinfo
Experience seamless data organization with this automation. When a share occurs in Leadinfo, it instantly creates a spreadsheet in Microsoft Excel. This workflow not only ensures consistent and organized management of shares, but also saves you from manually transferring data between applications. Adopt this process and improve your efficiency immediately.
Experience seamless data organization with this automation. When a share occurs in Leadinfo, it instantly creates a spreadsheet in Microsoft Excel. This workflow not only ensures consistent and organized management of shares, but also saves you from manually transferring data between applications. Adopt this process and improve your efficiency immediately.
- When this happens...Share
Triggers when a company is manually shared in the Inbox
- automatically do this!Create Workbook
Creates a new workbook
- Free forever for core features
- 14 day trial for premium features & apps
LeadbotRequired
ComponentRequired
Try ItShare
Triggers when a company is manually shared in the Inbox
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try It
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTrigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
