Connect Microsoft Excel + Salesforce CRM with no-code integration in a few clicks

Integrate Microsoft Excel to Salesforce CRM easy, secure and without limits using visual builder and powerful API connectors

Looking for Microsoft Excel and Salesforce CRM integration service?

Using Onlizer you can connect Microsoft Excel with Salesforce CRM, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Microsoft Excel + Salesforce CRM

Onlizer provides you with all required tools to setup connection and send info between Microsoft Excel and Salesforce CRM automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Microsoft Excel and Salesforce CRM accounts

2

Integrate

Customize your Microsoft Excel to Salesforce CRM integration

3

Launch

Run automation Microsoft Excel + Salesforce CRM online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of Microsoft Excel to Salesforce CRM with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Microsoft Excel and Salesforce CRM with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Microsoft Excel + Salesforce CRM
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Onlizer Studio integration setup
Microsoft Excel

MS Excel - самое популярное и используемое приложение для работы с электронными таблицами, входящее в состав пакета Office. Это инструмент для организации и сортировки данных, создания и управления рабочими листами, таблицами и диаграммами, выполнения различных вычислений, использования спарклайнов и проведения анализа.

Read more about Microsoft Excel integrations
Salesforce CRM

Salesforce is one of the best Customer Relationship Management (CRM) tools. With Salesforce, you can continually and optimally satisfy all your customers' needs without stress. Salesforce helps create unity between your marketing and sales, commerce, service, and IT teams anywhere in the world. So, in essence, Salesforce is a digital market.

Read more about Salesforce CRM integrations

Microsoft Excel + Salesforce CRM integration ideas

Support or submit Microsoft Excel and Salesforce CRM integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Сreate a ClickUp task from Salesforce
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Request Microsoft Excel + Salesforce CRM integration Check all Microsoft Excel + Salesforce CRM suggestions

Explore Microsoft Excel and Salesforce CRM integration features

You can easy create integration for Microsoft Excel and Salesforce CRM using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Generate Excel workbook(without styles) in Microsoft Excel

Generates workbook with provided sheets and data(without styles)

Try action Action
Generate workbook with single worksheet(without styles) in Microsoft Excel

Generate workbook with provided single sheets and data(without styles)

Try action Action
Read data from worksheet in Microsoft Excel

Read data from single table at single worksheet in workbook

Try action Action
Read data from document (from Base64 content) in Microsoft Excel

Read data from single table at single worksheet in workbook presented by Base64 string

Try action Action
Read data from document (from URL) in Microsoft Excel

Read data from all worksheets in workbook using provided URL

Try action Action
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Microsoft Excel and Salesforce CRM in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Microsoft Excel and Salesforce CRM to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Microsoft Excel and Salesforce CRM accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Microsoft Excel to Salesforce CRM online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Microsoft Excel and Salesforce CRM seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Salesforce CRM when event occured in Microsoft Excel or when data changed in Salesforce CRM to perform action in Microsoft Excel. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Microsoft Excel and Salesforce CRM to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Microsoft Excel and Salesforce CRM with 300+ services like: