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Sync data from
Microsoft Excel to Salesforce

Connect your data from Microsoft Excel to Salesforce with Hightouch. No APIs, no months-long implementations, and no CSV files. Just your data synced forever.

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Microsoft Excel.
Hightouch sync.
Salesforce.

Trusted by data teams at

Trusted by data teams at

Lucid.
Retool.
GameStop.
Blend.
Spotify.
NBA.
Soundcloud.
Checkr.
Ramp.
Auto Trader.
Plaid.
Zapier.
AXS.
Betterment.
ngrok.
Morning Brew.
Cars.com.

Integrate your data in 3 easy steps

  1. 01

    Add your source and destination

    Connect to 15+ data sources, like Microsoft Excel, and 150+ destinations, like Salesforce.

    Microsoft Excel.

    Connect

    Connector beam.
    Salesforce.

    Log in

  2. 02

    Define your model

    Use SQL or select an existing dbt or Looker model.

    Define your model
  3. 03

    Sync your data

    Define how fields from your model map to Salesforce, and start syncing.

    Microsoft Excel.
    Connector beam.
    Salesforce.
    Microsoft Excel.

    email

    Connector beam.
    Salesforce.

    email

    Microsoft Excel.

    name

    Connector beam.
    Salesforce.

    name

    Microsoft Excel.

    total_orders

    Connector beam.
    Salesforce.

    all_orders

    Microsoft Excel.

    last_login

    Connector beam.
    Salesforce.

    last_login

Where can you sync your Microsoft Excel data in Salesforce

  • Account

    Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). Use the account object to query and manage accounts in your org.

    Hightouch docsSalesforce API
  • Contact

    Represents a contact, which is a person associated with an account. Use the contact object to manage to manage individual people who are associated with an account.

  • Lead

    Represents a prospect or lead. Use the lead object to manage leads in your org.

  • Opportunity

    Represents an opportunity, which is a sale or pending deal. Use the opportunity object to to manage information about a sale or pending deal.

  • Campaign Member

    Represents the association between a campaign and either a lead or a contact. Use the campaignMember object to manage campaign members in your org.

  • Task

    Represents a business activity such as making a phone call. Use the task object to manage to-do items for your org.

  • Case

    Represents a case, which is a customer issue or problem. Use the case object to manage customer cases for your org.

  • Asset

    Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. Use the asset object to manage assets for your org.

  • User

    Represents a user in the organization. Use this object to query information about users and to provision and modify users in your organization. Unlike other objects, the records in the User table represent actual users—not data owned by users.

  • Custom Salesforce Objects

    We support custom Salesforce objects to ensure our integration supports all your organization’s unique workstreams.

Push lead info from your warehouse into Salesforce CRM to enable executives to go after the right accounts

Push product data to enable account managers to know what actions are being taken in the app

Reduce churn by syncing health scores and churn events to Salesforce CRM for account managers to track

Microsoft Excel.

About Microsoft Excel

Microsoft Excel is the industry leading spreadsheet software program, a powerful data visualization and analysis tool.

Learn more about Microsoft Excel
Salesforce.

About Salesforce

Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's services allow businesses to use cloud technology to better connect with customers, partners and potential customers.

Learn more about Salesforce

Other Microsoft Excel Integrations

Microsoft Excel to Xero

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    In this playbook, you will learn how to use Hightouch to sync an audience of high-value customers to Facebook to generate lookalike audiences.

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    What is Reverse ETL? The Definitive Guide

    Everything you need to know about Reverse ETL.

  • What is Operational Analytics & Why You Should Use It.

    What is Operational Analytics & Why You Should Use It

    Operational Analytics shifts the focus from simply understanding data to taking action on it in the tools that run business processes. Instead of using dashboards to make decisions, Operational Analytics is focused on turning insights into action – automatically.

  • dbt Cloud: 4 Reasons for Data Teams to Embrace it.

    dbt Cloud: 4 Reasons for Data Teams to Embrace it

    The biggest benefit that dbt Cloud offers to data teams and analytics engineers? Freedom from distractions, and the ability to focus where you can add unique value making sense of your company's data.

Activate data to any of your marketing and advertising tools

See all integrations
PostHog
Facebook Custom Audiences
PostgreSQL
Slack
Redis
Retention Science
Stripe
MongoDB
Salesforce Pardot (Sandbox)
HubSpot
Mailchimp
Salesforce Marketing Cloud
Zoho CRM
Gladly
Webflow
ChurnZero
Facebook Product Catalog
Zuora
Austin Hay.
Ramp logo.

This might be one of the greatest inventions for technical marketers since the advent of legacy CDPs back in 2015.

Austin Hay

Austin Hay

Head of Marketing Technology

Ramp

See story

Your data is always secure

Unlike other SaaS tools, Hightouch never stores any of your data.
SOC 2 Type 2 compliant.

SOC 2 Type 2 compliant

Your data stays secure, available, and confidential. To see our report, .

GDPR compliant.

GDPR compliant

If you’re in the EU, your data is only processed on EU data centers.

HIPAA compliant.

HIPAA compliant

Healthcare companies like ThirtyMadison, Chapter Health, and Headway trust Hightouch.

CCPA compliant.

CCPA compliant

To see our DPA (Data Processing Addendum), .

52%

increase in return on ad spend

20%

improvement in email engagement

60%

lift in customer acquisition

It takes less than 5 minutes to activate your data. Get started today.