Do everything in one place

Customize your Excel and Freshsales integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Excel
  • Custom action
    Custom action in Excel (Custom)
  • Add rows in batch Batch
    Add rows in batch in Microsoft Excel
  • Add a table
    Add a table in Microsoft Excel
  • Add a worksheet
    Add a worksheet in Microsoft Excel
  • Delete a row
    Delete a row in Microsoft Excel
  • Get cells Batch
    Get cells from range in Microsoft Excel
  • Get rows Batch
    Get rows from table in Microsoft Excel
  • List tables Batch
    List tables in Microsoft Excel
  • List worksheets Batch
    List worksheets in Microsoft Excel
  • Search workbooks Batch
    Search workbooks in Microsoft Excel
  • Update a row
    Update row in Microsoft Excel
  • Any other action you can think up

Freshsales
  • Custom action
    Custom action in Freshsales (Custom)
  • Add contacts to marketing list
    Add contacts to marketing list in Freshsales
  • Create record
    Create record in Freshsales
  • Delete record
    Delete record in Freshsales
  • Get record details by ID
    Get details of specific record in Freshsales
  • Retrieve scheduled report
    Retrieve for scheduled report in Freshsales
  • List records
    List records in Freshsales
  • Lookup search
    Lookup search in Freshsales
  • Move contacts to marketing list
    Move contacts to marketing list in Freshsales
  • Remove contacts to marketing list
    Remove contacts to marketing list in Freshsales
  • Search records
    Search for records in Freshsales
  • Search records by query
    Search for records by query in Freshsales
  • Update record
    Update record in Freshsales
  • Upsert record
    Upsert record in Freshsales
  • Any other action you can think up

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