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.
Similar apps
What is SalesLoft?
SalesLoft is a sales engagement platform that lets you schedule calls, monitor email deliverability, and provide real time coaching from anywhere.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
