Hoe Nutshell CRM integreert met 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.

Voordelen van Excel CRM integratie:

• 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.

Wat het doet:

Wanneer je Nutshell en Excel integreert, worden nieuwe gegevens in Nutshell automatisch toegevoegd aan je spreadsheets en vice versa volgens de instellingen die je opgeeft.

Vereisten:

Om gebruik te kunnen maken van Nutshell's integratie met Excel, heb je een Nutshell account, toegang tot Microsoft Excel en toegang tot Microsoft OneDrive for Business nodig. Excel-bestanden moeten worden gehost op OneDrive for Business.

Hoe te beginnen

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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