BSI + Microsoft Excel

BSI + Microsoft Excel integrations

Create leads in BSI CRM from new rows in Microsoft Excel spreadsheets

Automatically create a new lead in BSI CRM for every new row in an Excel spreadsheet. This Zap allows you to manage your lead details without leaving your spreadsheet interface.

When this happens...
New RowTriggers when a new row is added to a worksheet in a spreadsheet.
TriggerPolling
automatically do this!
Create LeadCreate a new lead
ActionWrite

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More things you can do with Microsoft Excel and BSI

Discover other triggers and actions you can use with Microsoft Excel and BSI

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
- URL (Entwurf/Live)
  Required
Trigger
Polling
Try It
- URL (Entwurf/Live)
  Required
Trigger
Polling
Try It
- URL (Entwurf/Live)
  Required
- Customer identification
  Required
- Subject
- Start date
- Responsible identification
- Channel
- Address
- Notes
Action
Write
- URL (Entwurf/Live)
  Required
- Customer Identification
  Required
- Subject
- Due date
- Responsible Identification
- Lead identification
- Notes
- High priority
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
- URL (Entwurf/Live)
  Required
Trigger
Polling
Try It
- URL (Entwurf/Live)
  Required
Trigger
Polling
Try It
- URL (Entwurf/Live)
  Required
- Customer identification
  Required
- Subject
- Responsible identification
- Sales responsible identification
- Notes
- Status
- Start date
- End date
- Price
Action
Write
- URL (Entwurf/Live)
  Required
- Customer Identification
- Salutation
- Title
- Last name
- First name
- Street and House no.
- Zip code
- City
- Country
- Telephone
- Mobile
- E-Mail
- Birthday
- Language
- Origin
- Event
- Notes
- Creation date
- Gender
Action
Write

About BSI

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Related categories

CRM (Customer Relationship Management)

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Related Zap Templates

Add new BSI customers to Microsoft Excel rows effortlessly for streamlined data management

Related Zap Templates

Add new BSI customers to Microsoft Excel rows effortlessly for streamlined data management