Integrate Excel with Salesforce

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

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Supported triggers and actions

Integrate Excel and Salesforce 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

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

New row in table

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

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Trigger when a new entry is added to the selected module

Product updated

Triggers when an product is updated

Lead updated

Triggers when a lead is updated

Lead created

Triggers when a new lead is created

Note updated

Triggers when a note is updated

Case created

Triggers when a new case is created

Solution updated

Triggers when an solution is updated

Order updated

Triggers when an order is updated

Opportunity added

Triggers when a new opportunity is added

Contact created

Triggers when a new contact is created

Product added

Triggers when a new product is added

Account created

Triggers when a new account is created

Module entry updated

Triggers when a record is updated in the selected module

Note created

Triggers when a new note is created

Event updated

Triggers when an event is updated

Task updated

Triggers when a task is updated

Campaign added

Triggers when a new campaign is added

Campaign updated

Triggers when a new campaign is updated

Case updated

Triggers when a case is updated

Event created

Triggers when a new event is created

Task created

Triggers when a new task is created

Order created

Triggers when a new order is created

Account updated

Triggers when an account is updated

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

All Actions - Actions are the automated tasks

Add row to table

Adds a new row to the bottom of the selected table

Add row

Adds a new row to the bottom of the selected worksheet

Update row

Updates the details of an existing row

Find row

Finds a row based on a column value

Create account

Creates a new account

Create note

Creates a new note

Create campaign

Creates a new campaign

Create task

Creates a new task

Create order

Creates a new order

Create lead

Creates a new lead

Create contact

Creates a new contact

Create solution

Creates a new solution

Create custom module entry

Creates a new entry in the selected module

Create opportunity

Creates a new opportunity

Create case

Creates a new case

Create event

Creates a new event

Create product

Creates a new product

Update note

Updates the details of an existing note

Update task

Updates the details of an existing task

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update opportunity

Updates the details of an existing opportunity

Update campaign

Updates the details of an existing campaign

Update product

Updates the details of an existing product

Update account

Updates the details of an existing account

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Update order

Updates the details of an existing order

Update custom module entry

Updates the details of entry in the selected module

Fetch case

Fetches the details of an existing case by subject or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch account

Fetches the details of an existing account by name or ID

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 Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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