Add a Row in Microsoft Excel on a New Lead in Salesforce

How it Works

  • Triggers when there is a new Lead in Salesforce
  • Adds a new row to the end of the selected worksheet.NOTE: This action doesn't support personal Outlook accounts as they are currently NOT supported by the beta API for Microsoft Excel Online in Microsoft Excel
Salesforce Salesforce to Microsoft Excel Microsoft Excel

On a new lead in Salesforce, add a row in Microsoft Excel

Looking for something else? Check out more Salesforce and Microsoft Excel Integrations

About Microsoft Excel

Microsoft Excel lets you organize your data in spreadsheets and workbooks, saving changes automatically. Excel lets you collaborate with multiple stakeholders simultaneously so that everyone stays on the same page.

About Salesforce

Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.


What is Automate.io?

Too many apps and lot of chaos? Automate.io helps you get organized and saves time.
Create Bots that do your repetitive tasks, sync data, and handle complex workflows.

How it Works.

  • 1. Define a trigger event (like a new email in Gmail)
  • 2. Define one or more actions to be done (like adding a contact in CRM)
Automate.io performs all your actions when the trigger event happens. As easy as that.

Automate Work. Have Fun.



No credit card required.