Integrate Salesforce with Microsoft Excel
Sync live data between Salesforce and Microsoft Excel
Get up-to-date information in all your tools. Enhance collaboration, automate reporting, and streamline your workflows with Unito.
Why marketers and PMs sync their spreadsheets with Unito
Real-time updates
Spreadsheet data you sync with Unito is updated in real-time, so your decisions are always based on the latest information, not an outdated export.
Historical data
Traditional automations only get triggered with new data. With a Unito flow, you can immediately sync all the data you need, meaning you get a full picture right from the start.
1-way and 2-way sync
Consolidate multiple data sources into a single spreadsheet and send data back, without building a complicated stack of automations.
Connect Salesforce and Microsoft Excel with automated updates
When a task is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen a contact is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen an opportunity is found in Salesforce, create a row in Microsoft Excel and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create a task in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create a contact in Salesforce and keep both in sync.
Sign up nowWhen a row is found in Microsoft Excel, create an opportunity in Salesforce and keep both in sync.
Sign up nowGet started with these dedicated Salesforce + Microsoft Excel resources for Unito users
Use cases to get started
Project Reporting
Send project updates to stakeholders automatically with real-time updates from other apps to your spreadsheet whenever changes are made.
Task Management
Deliver your team from data silos by syncing their tasks to other apps and projects in real-time with automated 2-way updates.
Marketing Calendars
Stay on-track with upcoming events, campaigns and due dates by syncing your calendars between apps automatically with a no-code 2-way integration.
See why 50,000+ users across the world have chosen Unito
How Unito works
Connect
Connect the tools your team relies on every day. Unito supports dozens of integrations, with more being added monthly. And they're all two-way by default, meaning information can flow back and forth in real-time.
Craft
Craft your ideal workflow, customized to your needs. Unito supports more fields — like assignees, comments, custom fields, attachments and subtasks. You can also map fields and build flexible rules to perfectly suit your use case.
Launch
Launch and reap the rewards. Get accurate info in the right place, at the right time, save hours on busywork, and align your team — giving them the freedom to focus and achieve more than ever.
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.Popular Tool Pairings
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 integrations.Popular Tool Pairings
