Can I filter updates by account type?

Absolutely. DryMerge allows you to filter account updates by type. Specify the types you are interested in, and only those updates will be captured.

Can I use this with another CRM instead of Salesforce?

Yes, you can use this with another CRM instead of Salesforce. Just describe the necessary changes, and DryMerge will adjust the automation to fit your CRM.

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

Account executives and managers use this automation to keep their Excel files updated with the latest information from Salesforce, ensuring accuracy and reliability for reporting and analysis.

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Microsoft Excel + Salesforce

Capture Salesforce Account Updates in Microsoft Excel

Stay informed about updates to your Salesforce accounts by capturing all changes in Microsoft Excel. This automation logs any modifications made to account details, ensuring that your Excel records are always current.

Account Update Logged

Triggers when an account update occurs in Salesforce.

Log Update in Excel

Logs the account update in your Microsoft Excel sheet.

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

or pick a common variation below

Monitor Salesforce Opportunity Stages in Microsoft Excel

Microsoft Excel + Salesforce

Log Closed Salesforce Opportunities in Microsoft Excel

Microsoft Excel + Salesforce

Track Salesforce Tasks 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, "Capture Salesforce account updates in Microsoft Excel"

Capture Salesforce account updates 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.

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.