Can I filter campaigns by date range?

Absolutely. DryMerge allows you to filter campaigns by date range. Specify the range you are interested in, and only those campaigns will be included.

Can I customize which marketing metrics are included?

Yes, you can specify which metrics you want to include in the Excel sheet, and DryMerge will ensure those metrics are captured.

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

Marketing analysts and campaign managers use this automation to track and analyze the performance of marketing campaigns, which helps in making data-driven marketing decisions.

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Microsoft Excel + Salesforce

Track Salesforce Marketing Campaigns in Microsoft Excel

Stay updated with your marketing campaign performance by exporting Salesforce marketing campaign data to Microsoft Excel. This helps marketing teams analyze campaign metrics and adjust strategies as needed.

New Campaign Data

Triggers when new marketing campaign data is available.

Update Excel Sheet

Adds the new campaign data to an Excel sheet.

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

or pick a common variation below

Track Salesforce Tasks in Microsoft Excel

Microsoft Excel + Salesforce

Capture Salesforce Account Updates in Microsoft Excel

Microsoft Excel + Salesforce

Log Salesforce Lead Status Changes 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, "Track Salesforce marketing campaigns in Microsoft Excel"

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.

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.