Zendesk Sell + Gravity Forms + Microsoft Excel Integrations

How to connect Zendesk Sell + Gravity Forms + Microsoft Excel

Zapier lets you send info between Zendesk Sell and Gravity Forms and Microsoft Excel automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Zendesk Sell + Gravity Forms + Microsoft Excel

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zendesk Sell, Gravity Forms, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Deal

    Triggers when an existing deal is updated.

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Lead

    Triggers when an existing lead is updated.

    Trigger
    Scheduled
    Try It
    • Is Company?

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
    • Related to

    Trigger
    Scheduled
    Try It

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How Zendesk Sell + Gravity Forms + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Zendesk Sell, Gravity Forms, and Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Help

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

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  • Forms & Surveys
  • WordPress

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excel logo
excel logo

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.
Help

Related categories

  • Microsoft
  • Spreadsheets

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