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with Microsoft Excel and Salesforce?
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Popular Ways to Connect Microsoft Excel with Salesforce#
Popular Microsoft Excel and Salesforce Triggers#
Emit new event when when a specific cell's value changes in an Excel worksheet
Emit new event when when a new row is added to an Excel worksheet
Emit new event when a new Excel spreadsheet is created.
Emit new event when an Excel spreadsheet is updated.
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Microsoft Excel and Salesforce Actions#
Adds rows to the end of specific table. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Insert a new row into a specified Excel worksheet. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Find a row by column and value in an Excel worksheet. See the documentation
Overview of Microsoft Excel#
The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.
Connect Microsoft Excel#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_excel: {
type: "app",
app: "microsoft_excel",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://graph.microsoft.com/v1.0/me`,
headers: {
Authorization: `Bearer ${this.microsoft_excel.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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