Connect Salesforce and Microsoft 365 Excel integrations
Connect Salesforce and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Gets the metadata of a specified table.
Performs an arbitrary authorized API call.
Updates an existing table.
Updates an existing table column.
Updates an existing worksheet row.
Retrieves a list of all table rows in a workbook.
Retrieves a list of all table objects.
Retrieves a list of worksheet rows.
Retrieves a list of worksheet objects.
Retrieves data for a given range.
Searches for Excel workbooks.
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Build your Salesforce and Microsoft 365 Excel integrations.
Create custom Salesforce and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a record.
Connect any app with Salesforce and Microsoft 365 Excel
Popular Salesforce and Microsoft 365 Excel workflows.
Looking to get more out of Salesforce and Microsoft 365 Excel? With Make you can visually integrate Salesforce and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
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](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).
TRY IT ->Send WhatsApp messages for new Excel rows
Every time a new row is added to your Excel spreadsheet, Make will automatically send a message in WhatsApp.
TRY IT ->Send automated emails and add rows to Microsoft Excel with custom webhook triggers
Trigger automated emails and add rows in Microsoft Excel using custom webhooks. Streamline communication and data management with this powerful integration.
TRY IT ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Send Salesforce records via email using Google Email
Automatically email Salesforce records using Google Email. Extract data from Salesforce, send via HTTP, and deliver directly to your inbox.
TRY IT ->Fetch data from your app and add a new row on Microsoft Excel
Automatically send data from an external app to Microsoft 365 Excel as a new row in your table. Streamline data management with this integration.
TRY IT ->Get Business Data for Salesforce leads with DataForSEO
Automatically enrich your Salesforce leads with comprehensive business details from Google using DataForSEO API and Make. Effortlessly access critical information such as business name, description, categories, rating, address and contact details, and more. Use these insights to personalize your outreach, optimize campaigns, and make data-driven decisions. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/1aziLp2qnouZ6b9s8KlTmTJ-R86zNemjmOyCHH47lSJc/edit?usp=sharing).
TRY IT ->Get Traffic Stats for Salesforce leads with DataForSEO
Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
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