Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

How do I connect Microsoft Excel to Salesforce with Relay.app?

Create a free Relay.app account Set a trigger in Microsoft Excel or Salesforce to kick off new workflow runs Add one or more actions to run in your workflow Authorize Microsoft Excel and Salesforce to connect to Relay.app Turn on your workflow and start getting more done with less manual work Check above for some example workflows, or visit our help center for more details on how to get started.

Is Relay.app a Zapier alternative for connecting Microsoft Excel to Salesforce?

Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing. Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need. For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives. Of course we're biased, but we believe Relay.app is the best way to connect and automate Microsoft Excel and Salesforce—give it a try and let us know what you think.

Integrationsarrow_forwardMicrosoft Excel Integrationsarrow_forward

Microsoft Excel + Salesforce Integrations

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Connect Microsoft Excel to Salesforce
Example screenshots
Example workflows
Triggers and actions
Microsoft Excel + your other apps
Salesforce + your other apps
FAQ

Microsoft Excel + Salesforce integrations

Microsoft Excel > Salesforce

Trigger

Last triggered

Row added

Create record

Overview

Connect Microsoft Excel to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Microsoft Excel, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Microsoft Excel and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

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Screenshots of Microsoft Excel and Salesforce integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Microsoft Excel + Salesforce workflows

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Automatically create record in Salesforce for each row added in Microsoft Excel

Try it

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Add row to sheet automatically in Microsoft Excel for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each table row added in Microsoft Excel

Try it

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Automatically update row in Microsoft Excel for each opportunity stage changed in Salesforce

Try it

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Create or update row automatically in Microsoft Excel for each record added in Salesforce

Try it

Microsoft Excel Triggers

Sheet

add

New row added

edit

Row changed

target

Row first meets conditions

Table

add

New table row added

edit

Table row changed

target

Table row first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Microsoft Excel Actions

Sheet

add_box

Add row to sheet

clear_all

Clear row

library_add

Create or update row

Find row(s)

edit

Update row

Table

add_box

Add row to table

library_add

Create or update table row

delete

Delete table row

Find table row(s)

edit

Update table row

Create your own Microsoft Excel + Salesforce integration

Select a trigger in Microsoft Excel

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Microsoft Excel

Select a trigger in Salesforce

Select an action in Microsoft Excel

Create your workflow

Connect Microsoft Excel to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Microsoft Excel to Salesforce with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Microsoft Excel or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Microsoft Excel and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Microsoft Excel to Salesforce?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Microsoft Excel and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Microsoft Excel + Salesforce integrations

Screenshots of Microsoft Excel and Salesforce integrations in Relay.app

Example Microsoft Excel + Salesforce workflows

Automatically create record in Salesforce for each row added in Microsoft Excel

Add row to sheet automatically in Microsoft Excel for each opportunity stage reached in Salesforce

Update record automatically in Salesforce for each table row added in Microsoft Excel

Automatically update row in Microsoft Excel for each opportunity stage changed in Salesforce

Create or update row automatically in Microsoft Excel for each record added in Salesforce

Create your own Microsoft Excel + Salesforce integration

Or automate Salesforce + Microsoft Excel

Connect Microsoft Excel to your other apps

Or connect Salesforce to your other apps

FAQ

What is Relay.app?

How do I connect Microsoft Excel to Salesforce with Relay.app?

Is Relay.app a Zapier alternative for connecting Microsoft Excel to Salesforce?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?