Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesnt, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).
Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesnt, it will create a Salesforce lead.
Your Microsoft 365 Excel worksheet has to contain headers. The template uses this worksheet.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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