Integrate Lead Forensics with Excel
Send information between Lead Forensics and Excel automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Lead Forensics and Excel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Business added
Triggers when a new business is added
Lead added
Triggers when a new lead is added for the selected client user
Visit recorded
Triggers when a new visit is recorded
Visit recorded by business
Triggers when a new visit is recorded by the selected business
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
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
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
All Actions - Actions are the automated tasks
Fetch business
Fetches the details of an existing business by ID
Fetch visit
Fetches the details of a visit by ID
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 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 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 column value
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
What is Lead Forensics?
Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources.
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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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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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