Connect Microsoft Excel and Salesforce with AI
Popular Microsoft Excel and Salesforce Integrations
Track Salesforce Marketing Campaigns in Microsoft Excel
Manage Sales Team Goals in Microsoft Excel using Salesforce Data
Transfer Salesforce Quota Attainment Data to Microsoft Excel
Update Microsoft Excel with Salesforce Event Logs
Sync Opportunity Notes from Salesforce to Microsoft Excel
Log Salesforce Lead Status Changes in Microsoft Excel
How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Manage Sales team goals in Microsoft Excel using Salesforce data"
Track Salesforce marketing campaigns in Microsoft Excel
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
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+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Ask for an automation, and we'll use AI to create it for you in seconds.
Our Capabilities
See what DryMerge can do with Microsoft Excel + Salesforce.
Update Sheet
Updates an existing Excel sheet
List Sheets
Lists all sheets in an Excel workbook
Read Sheet
Reads the contents of an Excel sheet
New Microsoft Excel Workbook
Triggers when a new Excel workbook is created
Added or Updated Microsoft Excel Row
Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet
Create Contact
Creates a new contact in Salesforce
Delete Contact
Deletes a contact in Salesforce
Update Contact
Updates an existing contact in Salesforce
Read Contact
Reads details of a contact in Salesforce
Create Account
Creates a new account in Salesforce
Delete Account
Deletes an account in Salesforce
Update Account
Updates an account in Salesforce
App details
Microsoft Excel
Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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