An automated workflow using integromat
Connects Microsoft Excel + Salesforce
Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
About this workflow template
This automation scenario allows you to connect Microsoft Excel and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Microsoft Excel and Salesforce can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Microsoft Excel
Watch Worksheet Rows in Microsoft Excel
Triggers when a new row is added to a worksheet.
Then these actions happen in Salesforce
Search for Records in an Object in Salesforce
Searches for records in an object that matches the specified search query.
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet.
Part I
Configure Applications
First, we need to connect Microsoft Excel and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Connect Salesforce to Make.com.
Give Make.com access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Microsoft Excel
Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).
Then set up an Action for Salesforce
Choose this action: Search for Records in an Object (Searches for records in an object that matches the specified search query.).
Then set up another Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Excel and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Add row
Adds a new row to the end of a worksheet.
actionbyzapierAdd row to table
Adds a new row to the end of a specific table.
actionbyzapierpabbly-connectAdd a worksheet row
Adds a new worksheet row.
actionbyintegromatCreate spreadsheet
Creates a new spreadsheet
actionbyzapierUpdate row
Updates a row in a specific worksheet.
actionbyzapierintegratelyFind row
Finds a row by a column and value. Returns the entire row if one is found.
actionbyzapier
Apps you need
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
