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Question

How to automate Excel file to CRM

  • June 10, 2023
  • 1 reply
  • 23 views
Dipak

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 ?

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1 reply

Troy Tessalone
Forum|alt.badge.img+14

Hi @Dipak 

Good question.

 

  1. Where is the file being uploaded?
  2. What is the file format? (Excel or CSV)
  3. Which CRM app are you using?

 

Excel has these available Zap triggers/actions.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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