Integrate Excel with Kylas
Send information between Excel and Kylas automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Kylas using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Row added
Triggers when a new row is added to the bottom of the selected worksheet
Lead updated
Triggers when the details of an existing lead are updated
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Company created
Triggers when a new company is created
Task created or updated
Triggers when a task is created or updated
Deal updated
Triggers when the details of an existing deal are updated
Task created
Triggers when a new task is created
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Company created or updated
Triggers when a company is created or updated
Contact created or updated
Triggers when a contact is created or updated
Task updated
Triggers when the details of an existing task are updated
Company updated
Triggers when the details of an existing company are updated
Lead created or updated
Triggers when a lead is created or updated
Call logs created or updated
Triggers when a call log is created or 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 in site
Adds a new row to the selected spreadsheet in your site
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Update row in site
Updates the details of an existing row in an excel sheet from 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 task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create lead
Creates a new lead
Create product or service
Creates a new product or service
Create company
Creates a new company
Update task
Updates the details of an existing task
Update product or service
Updates the details of an existing product or service
Close deal
Closes the specified deal
Update lead
Updates the details of an existing lead
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update deal
Updates the details of an existing deal
Close lead
Close the specified lead
Fetch deal
Fetches the details of an existing deal using ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch product or service
Fetches the details of an existing product or service using ID
Fetch task
Fetches the details of an existing task using ID
Fetch lead
Fetches the details of an existing lead using ID
Fetch company
Fetches the details of an existing company using 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.
Similar apps
What is Kylas?
Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.
Similar apps
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.
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CEO, Lakeside CNC Group
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Toto
Technical Engineer, Master Liveaboards
