CustomerX + Microsoft Excel
Update CustomerX financials when new rows are added in Microsoft Excel
Stay on top of your finances with this workflow. When a new row is added in Microsoft Excel, it updates your financial information in the CustomerX app instantly. It's a simple way to ensure continuous, up-to-date tracking of your financial data, saving you time and reducing the risk of human error.
Stay on top of your finances with this workflow. When a new row is added in Microsoft Excel, it updates your financial information in the CustomerX app instantly. It's a simple way to ensure continuous, up-to-date tracking of your financial data, saving you time and reducing the risk of human error.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Update Financials
Update a financials
- Free forever for core features
- 14 day trial for premium features & apps
About CustomerX
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Related categories
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
