Sådan integreres Nutshell CRM med Excel

Nutshell CRM provides an all-in-one, user-friendly platform that automates your sales process, enabling you to work smarter, not harder. When you integrate Nutshell and Excel, your data automatically updates across both tools, making it easy for your team to stay organized and up to date.

Fordele ved Excel CRM-integration:

• Say goodbye to manual input: By integrating with Excel, Nutshell automates your data input process, freeing up valuable time so you can focus on what really matters—your sales goals.
• Streamlined data tracking: This integration provides a streamlined and efficient solution for managing, tracking, and reporting on your sales data.

Hvad den gør:

Når du integrerer Nutshell og Excel, tilføjes nye data i Nutshell automatisk til dine regneark og omvendt i henhold til de indstillinger, du angiver.

Krav:

For at drage fordel af Nutshell's integration med Excel skal du have en Nutshell -konto, adgang til Microsoft Excel og adgang til Microsoft OneDrive for Business. Excel-filer skal være hostet på OneDrive for Business.

Sådan kommer du i gang

This integration is powered by Zapier – set it up with your Zapier account.

There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.

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