Scriptera
Microsoft Excel 365 and Salesforce automations
Ready-made scenarios where Microsoft Excel 365 and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
33 scenarios
- CRM submissions logged as spreadsheet rows
- Ad leads collected as spreadsheet rows
- Leads from Salesforce — straight into Microsoft Excel 365
- New Salesforce deals land as rows in Microsoft Excel 365
- Every Salesforce task becomes a row in Microsoft Excel 365
- Salesforce deals hitting a stage land in Microsoft Excel 365 on their own
- Tasks logged as spreadsheet rows
- Salesforce form submissions — rows in Microsoft Excel 365
- Daily Salesforce forecast logged into Microsoft Excel 365
- Contacts logged into a spreadsheet
- Clean duplicates from a list — automatically
- Unpaid-invoice control: task and email — on their own
- Candidate shortlisting, emails and screening tasks
- A FAQ built from your chat's questions — automatically
- Clients from Microsoft Excel 365 into Salesforce, no duplicates
- Which channel brings deals — a per-source breakdown in Telegram
- A list of companies from a sheet into your CRM, no duplicates
- Enriching leads with contacts — drop a sheet, get a filled CRM
- A proposal and payment link right after the meeting
- Instant reply to a property inquiry with matched listings
- Urgent emails from key clients, turned straight into tasks
- Sync companies into your CRM without duplicates
- Compare each proposal against your winners and find the gaps
- Polite candidate rejections sent by email, with the task closed
- Instant email reply to leads from ads
- A daily numbers summary — to chat and email
- Support ticket replies drawn from your own FAQ list
- Customer churn prediction from deals and tickets
- Lead reply intent sorting with ready tasks in ClickUp
- Short-video factory: auto-generate and publish
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
- An AI assistant over your CRM in any messenger
