Bigin by Zoho CRM + Microsoft Excel
Create or update Bigin by Zoho CRM pipeline records when new rows are added in Microsoft Excel
Automate your updates by connecting Microsoft Excel and Bigin by Zoho CRM with this workflow. For every new row in Excel, a corresponding pipeline record is updated or created in Bigin by Zoho CRM. This seamless process aids in real-time data sharing, closing the information gap for a more efficient management of your CRM.
Automate your updates by connecting Microsoft Excel and Bigin by Zoho CRM with this workflow. For every new row in Excel, a corresponding pipeline record is updated or created in Bigin by Zoho CRM. This seamless process aids in real-time data sharing, closing the information gap for a more efficient management of your CRM.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
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