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

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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.

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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.

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

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