

Microsoft Excel and Salesforce integration
Build smart, no-code workflows with Microsoft Excel and Salesforce using triggers, actions, and AI logic—automate any process in minutes.
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Salesforce and Microsoft Excel integration
In Microsoft Excel and Salesforce integration triggers start workflows when something happens, while actions make changes in response.
Triggers 10
New row
Delete record
Update record
Actions 27
Add row
Get row by number
Create a record
Delete a record by ID
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How to Connect Microsoft Excel to Salesforce
Create powerful Microsoft Excel integration with Salesforce in just a few simple steps.
Connect Microsoft Excel to Salesforce
Log in to Albato, select Microsoft Excel and Salesforce, and follow the quick setup steps—no coding required. Integrate Microsoft Excel with Salesforce with just a few clicks!
Build a workflow for your Microsoft Excel and Salesforce integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Microsoft Excel and Salesforce. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Salesforce integration with Microsoft Excel
Microsoft Excel
Leverage Albato's integration capabilities to connect Excel with over 1,000+ popular applications, including Miro, Trello, Typeform, and Google Sheets. This powerful integration allows you to automate actions such as adding, finding, or deleting rows in Excel based on triggers from these connected apps. For instance, a new form entry in Typeform can automatically add a new row in Excel, or a task update in Trello can modify an existing row. This seamless connection between Excel and other tools streamlines data management, ensuring your spreadsheets are always up-to-date and accurately reflect your operational data. Enhance your data organization and analysis by integrating Excel with Albato, simplifying workflows across various platforms.
Categories
- Popular
- Databases
Salesforce
Leverage Albato to integrate Salesforce with over 1,000+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.
Categories
- CRM & ERP systems
- Popular









