Integrate Excel with SalesLoft

Send information between Excel and SalesLoft automatically, without writing any code, using Zoho Flow.

Build your own integrations between Excel and SalesLoft

Connect Excel and SalesLoft with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Excel and SalesLoft using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New worksheet

Triggers when a new worksheet is added to the selected workbook

New row in table

Triggers when a new row is added at the bottom of the selected table

New row

Triggers when a new row is added at the bottom of the selected worksheet

Call activity added

Triggers when a new call activity is added

Note added

Triggers when a new note is added

Account added

Triggers when a new account is added

Email activity added

Triggers when a new email activity is added

Person added

Triggers when a new person is added

All Actions - Actions are the automated tasks

Add row

Adds a new row to the bottom of the selected worksheet

Add row to table

Adds a new row to the bottom of the selected table

Update row

Updates the details of an existing row

Find row

Finds a row based on a column value

Add person

Adds a new person

Add account

Adds a new account

Add note to person

Adds a note to the selected person

Add note to account

Adds a note to the selected account

What is Excel?

Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.

What is SalesLoft?

SalesLoft is a sales engagement platform that lets you schedule calls, monitor email deliverability, and provide real time coaching from anywhere.

Customer Support

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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