Microsoft Excel + LeadSquared

Add rows in Microsoft Excel for new lead activities in LeadSquared

Stay organized and informed with new lead activities in the LeadSquared app by integrating it with your Microsoft Excel. Whenever a new activity for a lead occurs in LeadSquared, a new row will be instantly added to your selected Excel spreadsheet. This automation not only saves time but also ensures that all lead-related activities are efficiently recorded and easy to track in Excel.

When this happens...
New Activity for Lead
Triggers when an activity is posted to a lead.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From StageRequired
- To StageRequired
Trigger
Instant
Try It
- Sales Owner EmailRequired
- ProductRequired
- Lead IdRequired
- RevenueRequired
- Sales DateRequired
- StatusRequired
Action
Write
- Owner.Required
- Lead IdRequired
- SubjectRequired
- Description
- Due Date
Action
Write

- Search KeyRequired
- Search ValueRequired
Action
Search
- Schema NameRequired
- ValueRequired
Action
Search

- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Activity EventRequired
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead IdRequired
- Activity EventRequired
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write
- Activity IdRequired
Action
Search
- Email Address or Lead IdRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

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.

Related categories

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About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

Learn more