Can I filter meetings by specific customers?

Yes, you can filter meetings by specific customers. Just specify the customers you're interested in, and the automation will track only those meetings.

Can I include meeting agendas in the Excel sheet?

Absolutely. You can specify that meeting agendas should be included, and DryMerge will add this information to the Excel sheet.

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

Customer success managers and account managers use this automation to keep a detailed log of customer meeting outcomes, aiding in follow-up actions and overall customer relationship management.

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Microsoft Excel + Salesforce

Track Customer Meeting Outcomes from Salesforce in Microsoft Excel

Record the outcomes of customer meetings logged in Salesforce into a Microsoft Excel sheet. This enables better follow-up and analysis of customer interactions by having all the necessary data in one place.

New Meeting Outcome

Triggers when a meeting outcome is logged in Salesforce.

Log Outcome in Excel

Records meeting outcome details into a specified Excel sheet.

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

or pick a common variation below

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Microsoft Excel + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track customer meeting outcomes from Salesforce in Microsoft Excel"

Track customer meeting outcomes from Salesforce 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.