Microsoft Excel + Sage Sales Management + 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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Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
