Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet

Make.com4 modulesv1.0

Every time a new row with contact details is added to a Microsoft 365 Excel worksheet, Make will automatically check if the contact exists in Salesforce as contact or a lead and if it doesn't, it will create a Salesforce lead. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQQyJCh-IQojKOgM?e=uOvp9I).

How to import this Make.com workflow

1. 1

   Download the blueprint JSON file after purchase.

2. 2

   Open Make.com → go to Scenarios → click Import Blueprint.

3. 3

   Select the downloaded JSON file and confirm.

4. 4

   Connect your app credentials in each module.

5. 5

   Run once manually to test, then activate the schedule.