Microsoft Excel and Salesforce Integration

Microsoft Excel and Salesforce integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 4 more. With the combination of 21 Microsoft Excel triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.

The integration of Microsoft Excel and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.

• Add important tasks to a personal to-do list
• Distribute content across social media platforms
• Register new leads for webinars to nurture them
• Add leads to a nurture campaign
• Enroll customer in an online course
• Optimize your digital advertising spend

Want to automate the exchange of data between Microsoft Excel and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.

• Make.com. 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.
• Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
• n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
• Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
• Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
• Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
• Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

If you have decided to use a workflow automation tool to connect Microsoft Excel and Salesforce, it's important to carefully analyze the cost of integration.

To help you better understand the pricing implications of using automation services for Microsoft Excel and Salesforce integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Typically, when connecting Microsoft Excel and Salesforce, you're searching for an automation that meets your business requirements.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

To provide you with the best options for integrating Microsoft Excel and Salesforce, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.

By automating your complete business processes, you can enhance efficiency and reduce errors. With Microsoft Excel and Salesforce, there are several popular approaches users can take to automate their tasks.

Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet using Integromat