AutomationMart
Home/Browse/Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet
Make.com

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

Make.comMake.com4 modulesv1.0
Salesforce

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).

At a glance

Create a Salesforce lead from a new row in a Microsoft 365 Excel worksheet is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Salesforce. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
Salesforce
Modules
4
Price
Free
Version
v1.0

About this workflow

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).

Make.com

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.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Send a Slack message from a new Salesforce lead

Use this template to send a Slack message to a channel or a user when a new Salesforce lead is created.

Free

Create ClickUp tasks from new opportunities in SalesForce

Every time a new opportunity is created in SalesForce, Make will automatically create a new task in a ClickUp list of your choice.

Free

Add new Shopify orders to Salesforce as contacts and send Slack notifications

Whenever you have paid orders in Shopify, Make will automatically retrieve the customer's details, create contacts in Salesforce and send Slack notifications to a chosen user or channel.

Free

Create a HubSpot CRM company from a new Salesforce account

Use this template to automatically create a HubSpot CRM company when a new Salesforce account (i.e. company) is created.

Free

Get Traffic Stats for Salesforce leads with DataForSEO

Boost your Salesforce lead management with DataForSEO Search Traffic Stats. Get accurate search traffic data to prioritize efforts and improve sales outcomes. To get started, check our [Setup Guide for First Use](https://docs.google.com/document/d/19LziHpWt2hkO5vBXZH0ed2BDdZ1Kb8wYzF7OxQKOoZ8/edit?usp=sharing).

Free

Create Jira issues from new records in Salesforce

This automation will fetch new records in Salesforce and create issues in JIRA Cloud Platform for you.

Free

Send new emails to OpenAI for content generation and send data via HTTP

Automatically send new email content to ChatGPT for generation, then transmit the data via HTTP for streamlined content creation and delivery.

Free

BrowserAct Automated CVE Watchtower

This template provides a complete automated workflow for monitoring newly published CVEs. The process begins with BrowserAct, which navigates to the CVE website, sorts results by publish date, and extracts structured data including CVE ID, summary, max CVSS, EPSS score, published date, and updated date. A filtering rule ensures only vulnerabilities from the last 15 days are collected. The extracted JSON data is passed into Make.com, where the scenario routes the output into Google Sheets for st

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free