Hello,
Is there a way to integrate SuiteCRM with Excel or Sheets?
I would like to have some specific data/field in CRM trigger a new line into Excel/Sheets.
I can do this in hubspot through zapier for example. Is there an easy way to do it here too?
Thanks in advance.
If you want a solution without coding (although it is a bit convoluted, I have this working in a system I configured), you can use a Workflow that reacts to some event in the CRM and sends an Email.
This Email can be received in Zapier and information from it can be extracted via http://parser.zapier.com
I use this to automatically add a contact in a Sales person’s Google contacts list (available on his phone) when a new Lead arrives from a web-to-person form on the website.
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