Microsoft Excel integration with BSI
How to Create leads in BSI CRM from new rows in Microsoft Excel spreadsheets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create leads in BSI CRM from new rows in Microsoft Excel spreadsheets" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate BSI integrations
BSI actions
Nekton can use any feature that is available in BSI API.
Using our advanced AI, you can easily create custom automations for BSI.
Here are some typical actions you can do in your automated workflows.
Create Lead
Create a new lead
Create Customer
Creates a new customer
Create Communication
Creates a new communication
Create Task
Creates a new task
New Lead
Triggers when a new Lead is ready
New Customer
Triggers when a new customer from BSI is ready.
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