Salesforce Microsoft Excel Integration
Keep Salesforce and Microsoft Excel in sync with Unito
Unito integrations are quick to set up, easy to configure, and require zero code.
Sync Salesforce and Microsoft Excel in minutes
When a task is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
When a contact is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
When an opportunity is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
When a row is found in Microsoft Excel, create a task in Salesforce and keep both in sync.
When a row is found in Microsoft Excel, create a contact in Salesforce and keep both in sync.
When a row is found in Microsoft Excel, create an opportunity in Salesforce and keep both in sync.
Integrate Salesforce + Microsoft Excel with powerful features
Live sync
Receive new data and updates from your tools in real-time.
Rules
Use flexible rules to determine what gets synced between tools.
Historical data
Choose to sync data going back weeks, months and even years with one click.
2-way
Share data back and forth between tools-without risk of duplicates or an infinite loop.
Field mapping
Link related fields between tools, including comments, assignees, and attachments.
Enterprise security
Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.
Salesforce and Microsoft Excel integration details
The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.
About Salesforce
Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.
Learn more about Unito's Salesforce integrations
About Microsoft Excel
The original spreadsheet platform, Microsoft Excel enables users to store data in rows and columns, as well as perform calculations, create graphs, and analyze key information. Excel enables users to present complex data in simple charts and graphs to make analysis easier.
Learn more about Unito's Microsoft Excel integrationsPopular Tool Pairings
Asana - Microsoft Excel Integration
Sync updates in real-time between Microsoft Excel and Asana.
Trello - Microsoft Excel Integration
Sync updates in real-time between Microsoft Excel and Trello.
Monday.com - Microsoft Excel Integration
Sync updates in real-time between Microsoft Excel and Monday.com.
