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    Microsoft 365 Excel
    Salesforce

    Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet

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    Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesn't, it will create a Salesforce lead.

    Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.

    Apps Included

    Microsoft 365 Excel
    Microsoft 365 Excel
    Salesforce
    Salesforce
    Get this template
    Categories
    CRM
    Spreadsheets
    Get this template

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    Create your own workflow

    Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

    All Modules (40)
    Microsoft 365 Excel
    Add a Table

    Adds a new table.

    Action
    Microsoft 365 Excel
    Add a Table Column

    Adds a new table column.

    Action
    Microsoft 365 Excel
    Add a Table Row

    Adds a new table row.

    Action
    Microsoft 365 Excel
    Add a Worksheet

    Adds a new worksheet to a workbook.

    Action
    Microsoft 365 Excel
    Add a Worksheet Row

    Adds a new worksheet row.

    Action
    Microsoft 365 Excel
    Add/Update a Table Row (Advanced)

    Adds or updates a table row.

    Action
    Microsoft 365 Excel
    Add/Update a Worksheet Row (Advanced)

    Adds or Updates a worksheet row.

    Action
    Salesforce
    Complete/Abort a Job

    Completes or aborts a job.

    Action
    Salesforce
    Create a Job

    Creates a new bulk data job.

    Action

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