EasyCSV integration with Salesforce
How to Send new leads from CSV to Salesforce
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 "Send new leads from CSV to Salesforce" 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 EasyCSV integrations
EasyCSV actions
Nekton can use any feature that is available in EasyCSV API.
Using our advanced AI, you can easily create custom automations for EasyCSV.
Here are some typical actions you can do in your automated workflows.
Create CSV File
Creates a CSV File that can be used in your Flow, automatically emailed as an attachment, or uploaded to a specific place via SFTP.
New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
About EasyCSV
EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.