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.
Trusted by data teams at
Trusted by data teams at
Integrate your data in 3 easy steps
Add your source and destination
Connect to 15+ data sources, like Microsoft Excel, and 150+ destinations, like Salesforce.
Define your model
Use SQL or select an existing dbt or Looker model.
Sync your data
Define how fields from your model map to Salesforce, and start syncing.
Where can you sync your Microsoft Excel data in Salesforce
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). Use the
accountobject to query and manage accounts in your org.
Represents a contact, which is a person associated with an account. Use the
contactobject to manage to manage individual people who are associated with an account.
Represents a prospect or lead. Use the
leadobject to manage leads in your org.
Represents an opportunity, which is a sale or pending deal. Use the
opportunityobject to to manage information about a sale or pending deal.
Represents the association between a campaign and either a lead or a contact. Use the
campaignMemberobject to manage campaign members in your org.
Represents a business activity such as making a phone call. Use the
taskobject to manage to-do items for your org.
Represents a case, which is a customer issue or problem. Use the
caseobject to manage customer cases for your org.
Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. Use the
assetobject to manage assets for your org.
userin 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
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 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
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Activate data to any of your marketing and advertising tools
This might be one of the greatest inventions for technical marketers since the advent of legacy CDPs back in 2015.
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Your data stays secure, available, and confidential. To see our report, .
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increase in return on ad spend
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lift in customer acquisition