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

Get this template

Get this template

Apps used in template

Microsoft 365 Excel

Salesforce

About

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.

Trusted by thousands of fast-scaling organizations around the globe

Similar templates for inspiration

Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.

Add client inbox label to Gmail

The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.

Try It ➔

Create a Gmail draft message from a new Google Sheets row

Use this template to create a Gmail draft message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

Try It ➔

Save a Gmail email to Google Sheets as a new row

Use this template to save a Gmail email message to your Google Sheets spreadsheet as a new row.

Try It ➔

Send a Gmail email from a new Google Sheets row

Use this template to send a Gmail message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

Try It ➔

Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

Try It ➔

Save a Gmail email containing a specific phrase to Google Sheets as a new row

Use this template to save a Gmail message containing a specific phrase to your Google Sheets spreadsheet as a new row.

Try It ➔

Analyze sentiment in customer feedback on Google Sheets using ChatGPT

Run a simple sentiment analysis of your customer feedback with the power of Artificial Intelligence!

Try It ➔

Create new completions with OpenAI ChatGPT from new rows in Google Sheets

Save time by automatically generating completions to any topic, for example, SEO keywords from your content topics. Learn more

Try It ➔

Create Notion database items from new Google Sheets rows

Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new Notion database item.

Try It ➔

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.

Add a Table

Adds a new table.

Action

Add a Table Column

Adds a new table column.

Action

Add a Table Row

Adds a new table row.

Action

Add a Worksheet

Adds a new worksheet to a workbook.

Action

Add a Worksheet Row

Adds a new worksheet row.

Action

Complete/Abort a Job

Completes or aborts a job.

Action

Create a Job

Creates a new bulk data job.

Action

Create a Record

Creates a new record in an object.

Action

Delete a Record

Deletes a record.

Action

FAQ

How do I get started with Make?

What is a scenario?

What is a module?

What is mapping?

How Make works

Thousands of fast-scaling businesses create and automate on Make

See Make in action

See how Make works

Trusted by 500,000+ Makers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

Philipp Weidenbach

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Erkki Markus

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN