Can I filter for leads from specific regions?

DryMerge allows you to filter leads by region. Specify the regions you are interested in, and the automation will only add those leads to Excel.

Can I use this with Google Sheets instead of Microsoft Excel?

Yes, you can use this with Google Sheets instead of Microsoft Excel. Just specify the necessary changes, and DryMerge will adjust the automation accordingly.

Which people use this automation? What do they use it for?

Sales teams and data analysts frequently use this automation to keep their lead data organized and accessible for further analysis and reporting.

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Microsoft Excel + Salesforce

Add New Salesforce Leads to Microsoft Excel

Ensure that all new leads in Salesforce are also captured in Microsoft Excel for easy data manipulation and analysis. Whenever a new lead is added to Salesforce, this automation will include it in a designated Excel sheet, making it easy to create reports or track progress over time.

New Salesforce Lead

Triggers when a new lead is added in Salesforce.

Add Lead to Excel

Adds the new lead details to your Microsoft Excel sheet.

See more Microsoft Excel to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Export Salesforce Reports to Microsoft Excel

Microsoft Excel + Salesforce

Track Salesforce Tasks in Microsoft Excel

Microsoft Excel + Salesforce

Analyze Salesforce Lead Sources in Microsoft Excel

Microsoft Excel + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add new Salesforce leads to Microsoft Excel"

Add new Salesforce leads to 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.

Frequently Asked Questions

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.