Create new REsimpli 3.0 leads from new Microsoft Excel rows
Effortlessly manage your leads with this simple automation that connects Microsoft Excel to REsimpli 3.0. Whenever a new row is added in Microsoft Excel, a lead will be created in REsimpli 3.0, streamlining your sales process and ensuring important information is stored in a timely manner. Stay organized and boost your productivity with this seamless workflow.
Effortlessly manage your leads with this simple automation that connects Microsoft Excel to REsimpli 3.0. Whenever a new row is added in Microsoft Excel, a lead will be created in REsimpli 3.0, streamlining your sales process and ensuring important information is stored in a timely manner. Stay organized and boost your productivity with this seamless workflow.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create Lead
Creates a new lead in CRM.
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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
TitleRequired
Column Headers
Zap Step Id