Integración con Microsoft Excel

Descripción general

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

Cómo funciona

• 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.