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Integration with Microsoft Excel

Microsoft ExcelSalescaling
Microsoft Excel

Microsoft Excel

Category

Collaboration

Overview

Connect your sales data in Salescaling with Microsoft Excel for powerful reporting and bulk data management.

How it works

  • Add a new row to an Excel sheet on OneDrive for every new deal created in Salescaling.
  • Trigger workflows in Salescaling when a new row is added to a specific Excel table.
  • Use Excel for bulk imports or updates to your Salescaling contact database.