Integrate Excel with SalesLoft
Send information between Excel and SalesLoft automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and SalesLoft using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in site
Triggers when a new row is added to a spreadsheet in site
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
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 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
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
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
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.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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