Microsoft Excel integration with CDLSuite
How to Upload leads to CDL Suite from new Excel rows
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 "Upload leads to CDL Suite from new Excel rows" 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 CDLSuite integrations
CDLSuite actions
Nekton can use any feature that is available in CDLSuite API.
Using our advanced AI, you can easily create custom automations for CDLSuite.
Here are some typical actions you can do in your automated workflows.
Post Lead
This API posts Facebook leads to CDLSuite.
About CDLSuite
CDLSuite combines the essential tools for attracting, recruiting, hiring and qualifying drivers, into a single, seamless solution.