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