Can I filter for opportunities with a certain deal size?

Yes, you can filter opportunities based on their deal size. Just specify the minimum or maximum deal size criteria, and the automation will log only those opportunities.

Can I customize the Excel file format?

Absolutely. You can specify how you'd like the Excel file formatted, including which columns to include, and DryMerge will take care of the customization.

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

Sales managers use this automation to track and report on the sales team's performance, monitoring closed opportunities over time.

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Microsoft Excel + Salesforce

Log Closed Salesforce Opportunities in Microsoft Excel

Track the performance of your sales team by logging closed opportunities from Salesforce into an Excel sheet. This makes it easy to generate performance reports and identify trends.

Closed Opportunity

Triggers when an opportunity is marked as closed.

Log Opportunity

Logs details of closed opportunities into an 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

Capture Salesforce Account Updates 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, "Log closed Salesforce opportunities in Microsoft Excel"

Log closed Salesforce opportunities 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.