Hvordan Nutshell CRM integreres 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.

Fordeler med Excel CRM-integrering:

• 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.

Hva den gjør:

Når du integrerer Nutshell og Excel, blir nye data i Nutshell automatisk lagt til i regnearkene dine og omvendt i henhold til innstillingene du angir.

Krav:

For å dra nytte av Nutshells integrasjon med Excel trenger du en Nutshell -konto, tilgang til Microsoft Excel og tilgang til Microsoft OneDrive for Business. Excel-filer må være lagret på OneDrive for Business.

Slik 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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