Hello !
Can you help me urgently:
1) I receive email with Excel file in attachment
2) Excel file contains data
3) I need to get this data from email attachment to CRM
Please explain how Zapier can help me to handle it ?
Hello !
Can you help me urgently:
1) I receive email with Excel file in attachment
2) Excel file contains data
3) I need to get this data from email attachment to CRM
Please explain how Zapier can help me to handle it ?
Best answer by blungo
Hi
By module I mean contacts, deals (or potentials), accounts, etc.
If you are going to use a different CRM, the steps are similar, but the action may be different. Maybe you will be able to “find and update” the module, and save one step.
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