Salesforce and Microsoft Excel Integration ⚡ Export new Salesforce Leads (or Contacts) to MS Excel
Directly use this automation template here - https://automate.io/bots/export-new-s...
Interested in creating more automations between Salesforce and Microsoft Excel? Explore all possible automations here - https://automate.io/integration/micro...
Get started with Automate.io by creating your free account here - https://automate.io/app/signup
0:00 - Introduction
0:28 - How to connect Salesforce and Microsoft Excel accounts in Automate.io
1:02 - How to create automation between Salesforce and Microsoft Excel
1:53 - Testing the automation between Salesforce and Microsoft Excel
** Video Transcription **
Organizing your Salesforce contacts and keeping them stored in a CRM is a great way to manage them. However, instead of doing a manual copy-and-paste, take the help of Automate.io.
If you don’t know Automate.io, it is a simple, no-code workflow automation tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.
To begin, visit this page, click on this use case box, and then the Get Started button.
You will see the ‘Add Accounts’ screen. Here you will connect your Microsoft Excel & Salesforce accounts to Automate.io.
Now, let’s enter our account credentials.
We never take chances with your data. We always keep it secure with bank-level encryption.
Alright! Our apps are connected. Let’s build our automation, also called a Bot.
First, let’s talk about Salesforce. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new lead in our Salesforce CRM.
By the way, you can change this trigger to contacts or opportunities or any custom objects instead of leads, depending on your use case.
And, let’s move to Microsoft Excel. It’s the action app that performs our desired action. Here, we want to add the details of our Salesforce lead in a new row in our Excel worksheet.
Now let’s map our lead details by dragging and dropping these fields from Salesforce to Excel like this.
We’re almost done. Let’s run a test to see if it works as expected.
Now, come back to your Automate.io dashboard. Perfect!
Let’s check our Microsoft Excel. There you go! Your bot will now run in the background and automatically add the details of your Salesforce leads as rows in Microsoft Excel.
If you want to try out this Bot, click the link in the description to get started quickly. You can also check out all the other Salesforce and Microsoft Excel integrations here. The link is in the description.
And remember, we’re available 24x5 on our in-app chat or email us at [email protected]. Don’t forget to subscribe to us.