created by Greg Hann
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 9 steps …
- 5.5 minutes to set up
- Get back 297.4 hrs /week
- Be the first to try this zap
This Zap uses the following 5 apps
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.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.Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.Textline
Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.