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Integrate Microsoft Excel with Salesforce to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Excel

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Excel, a trigger could be "New Row."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Excel to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Excel to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Frequently Asked Questions about Microsoft Excel + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Salesforce

How can I integrate Microsoft Excel with Salesforce?

Integration between Microsoft Excel and Salesforce can be set up using various tools and methods, such as using Zapier. We provide specific triggers and actions that allow data to flow seamlessly between the two platforms. For instance, when a new row is added in Excel, it can be set to create a new record in Salesforce automatically.

What triggers are available for integrating Excel with Salesforce?

When integrating Microsoft Excel with Salesforce through our platform, you can use triggers like 'New Row', 'New Worksheet', or changes in specific cells. These triggers allow automatic actions in Salesforce like creating or updating records.

What actions can be performed on Salesforce from an Excel trigger?

From an Excel trigger, such as a 'New Row', actions on Salesforce can include creating new records, updating existing records, or even finding a record based on certain criteria.

Can I update existing Salesforce records from changes in Excel?

Yes, you can update existing Salesforce records when there's a change in your Excel sheet. By setting up an appropriate action following an Excel trigger like cell update or row addition, the relevant information in your Salesforce account is updated accordingly.

Are there limitations to consider when syncing data from Excel to Salesforce?

While integrating Excel with Salesforce provides great flexibility, there are some limitations regarding the volume of data and the frequency of updates. It's essential to ensure your workflows are optimized for efficiency and adhere to any API limits imposed by both platforms.

Is it possible to pull data from Salesforce into Excel automatically?

Yes, you can automatically pull data from Salesforce into Excel using our system by configuring actions that retrieve updated information based on specific criteria. This allows for real-time updates directly in your spreadsheet without manual intervention.

What security measures are taken when integrating Microsoft Excel with Salesforce?

We ensure that any integration between Microsoft Excel and Salesforce adheres to strict security protocols including encryption of data during transfer and compliance with both platforms' authentication processes. This keeps your data safe throughout the integration process.

Connect Microsoft Excel and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Microsoft Excel and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Scheduled
    Try It
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    Trigger
    Scheduled
    Try It
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Scheduled
    Try It
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Scheduled
    Try It
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Storage_source
    • Folder
    • Title
      Required
    • Column Headers
    • Zap_step_id
    Action
    Write

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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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.
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