Microsoft Excel Beta

SugarCRM 6.2-5 Beta


Integrate Microsoft Excel with SugarCRM 6.2-5
when a row is added or updated in a worksheet in microsoft excel , create a new case in SugarCRM 6.2-5.




What is Microsoft Excel?

Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications

What is SugarCRM 6.2-5?

SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution on the market. SugarCRM takes pride in getting to know customers personally so we can identify and service their unique needs



How to set the workflow up

  • Select Microsoft Excel as your trigger app and select an event
  • Select SugarCRM 6.2-5 as your action app and select an event
  • Map the fields from Microsoft Excel to SugarCRM 6.2-5 by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a row is added or updated in a worksheet in Microsoft Excel , create a new case in SugarCRM 6.2-5.

Coming soon

  

When a row is added or updated in a worksheet in Microsoft Excel , reate a new task in SugarCRM 6.2-5.

Coming soon

  

When a row is added or updated in a worksheet in Microsoft Excel , create a new lead in SugarCRM 6.2-5.

Coming soon

  

When a row is added or updated in a worksheet in Microsoft Excel , create a new contact in SugarCRM 6.2-5.

Coming soon

  

When a row is added or updated in a worksheet in Microsoft Excel , create a new user in SugarCRM 6.2-5.

Coming soon

  

When a row is added or updated in a worksheet in Microsoft Excel , create a new opportunity in SugarCRM 6.2-5.

Coming soon