I need automate from Excel file to CRM.In Excel File, this field is there.Product Name Description Image 1 Image 2 Video Before Package 1 (feet) After Package 1 (feet) Dimension Length 1 (cm) Dimension Width 1 (cm) Dimension Height 1 (cm) <text> <paragraph> <link> <link> <link> <number> <number> <number> <number> <number> All data will come in CRM after uploading this file. Please tell me how to automate ?

Hi @DipakGood question.Where is the file being uploaded?What is the file format? (Excel or CSV)Which CRM app are you using?Excel has these available Zap triggers/actions.

Question

How to automate Excel file to CRM

Forum|Forum|2 years ago
June 10, 2023
1 reply
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Dipak
New

I need automate from Excel file to CRM.

In Excel File, this field is there.

Product Name	Description	Image 1	Image 2	Video	Before Package 1 (feet)	After Package 1 (feet)	Dimension Length 1 (cm)	Dimension Width 1 (cm)	Dimension Height 1 (cm)
<text>	<paragraph>	<link>	<link>	<link>	<number>	<number>	<number>	<number>	<number>