AgentLocator + Microsoft Excel
Create leads in AgentLocator from new rows in Microsoft Excel
Streamline your lead creation process with this seamless workflow. When a new row is added in your Microsoft Excel sheet, it triggers the creation of a new lead in the AgentLocator app. Stay organized and increase productivity by letting this automation handle the lead registration process, freeing you to focus on building relationships with potential clients.
Streamline your lead creation process with this seamless workflow. When a new row is added in your Microsoft Excel sheet, it triggers the creation of a new lead in the AgentLocator app. Stay organized and increase productivity by letting this automation handle the lead registration process, freeing you to focus on building relationships with potential clients.
- 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 Agent Locator CRM system.
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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
