Integrate Excel with Zendesk Sell
Send information between Excel and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Zendesk Sell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added in site
Triggers when a new row is added to a spreadsheet in site
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Worksheet added
Triggers when a new worksheet is added to the selected workbook
New Deal
Triggers when a new deal is created
New Contact
Triggers when a new contact is created
New Lead
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Add row in site
Adds a new row to the selected spreadsheet in your site
Add row
Adds a new row to the bottom of the selected worksheet
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Add row to table
Adds a new row to the bottom of the selected table
Update row in site
Updates the details of an existing row in an excel sheet from your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row
Updates the details of an existing row
Find row in site
Finds a row from a spreadsheet in your site
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Find row
Finds a row based on column value
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Deal
Create a new deal
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
