Integrate Excel with Zoho SalesIQ
Send information between Excel and Zoho SalesIQ automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Zoho SalesIQ 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
Conversation completed
Triggers when a conversation is completed
Operator added
Triggers when a new operator is added
Conversation transfer accepted
Triggers when a transferred chat is accepted by the operator
Department created
Triggers when a new department is created to the specified portal
Conversation attender updated
Triggers when an operator picks up a chat
Conversation missed
Triggers when a conversation is missed
Conversation rated
Triggers when a conversation is rated
Conversation transfer initiated
Triggers when a conversation transfer is initiated
Conversation participants added
Triggers when participants are invited to the chat
Conversation created
Triggers when a new conversation is created
Conversation participants deleted
Triggers when a participant is removed from a conversation
Conversation transfer rejected
Triggers when a transferred chat is rejected by the operator
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
Create article
Creates a new article
Send message to latest conversation
Sends a message to the latest conversation
Associate operators to department
Associates operators to the selected department
Enable department
Enables the selected department
Update operator status
Updates the status of an existing operator
Disable department
Disables the selected department
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 Zoho SalesIQ?
Zoho SalesIQ is live chat software that lets you track visitors, identify prospects, and monitor agent performance in real time.
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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.
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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
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CEO, Lakeside CNC Group
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