Microsoft Excel + Wello Solutions
Create contacts linked to companies in Wello Solutions from new Microsoft Excel rows
After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.
After filling new companies and contacts in Microsoft Excel, this integration automatically sends them directly to Wello Solutions. This automation allows creating companies and contacts in Odyssee with the right data.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this!Create or Update Contact
Create or update contact and link it to the company/account.
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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.
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About Wello Solutions
Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.