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Microsoft Excel + Salesforce

Microsoft Excel + Salesforce

Microsoft Excel + Salesforce integrations

Create Salesforce records from updated Microsoft Excel rows

Maintain accurate data across your Microsoft Excel sheets and Salesforce records with this seamless workflow. When you update a row in Excel, the corresponding record in Salesforce gets updated as well, ensuring consistent and up-to-date information. Streamline your sales process by eliminating manual data entry tasks and enhancing efficiency with this automation.

  1. When this happens...
    Updated Row
    Updated Row
    Updated RowTriggers when a row is added or updated in a worksheet.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Microsoft Excel and Salesforce

Discover other triggers and actions you can use with Microsoft Excel and Salesforce

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet ID
      Required
    • Range
      Required
    • Apply To
    Action
    Write
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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