Find accounts and create ForceManager CRM opportunities from new Microsoft Excel rows
Having deal information in a spreadsheet is a good start, but to truly get things moving, you'll want it in your ForceManager CRM. Let Zapier seamlessly combine everything as soon as the data arrives. With this integration active, whenever you add a new Microsoft Excel row, a ForceManager CRM opportunity will be generated with all the relevant information automatically. Here's to a swift closure!
Having deal information in a spreadsheet is a good start, but to truly get things moving, you'll want it in your ForceManager CRM. Let Zapier seamlessly combine everything as soon as the data arrives. With this integration active, whenever you add a new Microsoft Excel row, a ForceManager CRM opportunity will be generated with all the relevant information automatically. Here's to a swift closure!
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this...Find Account
Finds an account by name, email or phone number.
- then do this!Create Opportunity
Creates a new opportunity.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired