Microsoft Excel + ForceManager + Filter by Zapier
Create accounts, contacts, and calendar items in ForceManager CRM from new Microsoft Excel rows
The era of manually importing contacts is a thing of the past. Simply configure this Zap, and we'll handle the creation workflows for you. It will activate whenever you add a new row to an Excel spreadsheet, automatically generating an account, a contact and a task in ForceManager CRM with all the pertinent details.
The era of manually importing contacts is a thing of the past. Simply configure this Zap, and we'll handle the creation workflows for you. It will activate whenever you add a new row to an Excel spreadsheet, automatically generating an account, a contact and a task in ForceManager CRM with all the pertinent details.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this...Find Contact
Finds a contact by email or phone number.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Create Account
Creates a new account.
- then do this...Create Contact
Creates a new contact.
- then do this!Create Calendar Item
Creates a new calendar item.
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