Connect Salesforce and Microsoft Excel with AI
Popular Salesforce and Microsoft Excel 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.
Sure! Connecting
+ 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 Salesforce + Microsoft Excel.
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
Read Account
Reads an account in Salesforce
Create Relationship
Creates a relationship between two Salesforce objects
Create Case
Creates a new case in Salesforce
Delete Case
Deletes a case in Salesforce
Update Case
Updates an existing case in Salesforce
App details
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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.
Related apps
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Start automating today.