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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

What is Integrately?

Integrately streamlines the automation of manual tasks with just a click, making it an ideal solution for businesses, professionals, and entrepreneurs who want to improve their operations without needing any coding skills. Users can easily select their applications and choose from an extensive library of over 250,000 pre-built one-click integrations to establish connections effortlessly. By leveraging Integrately, you can connect various applications like Salesforce, Google, HubSpot, and Facebook, enabling automatic data transfers that conserve both time and resources. With such a broad range of pre-configured integrations available, you can activate them instantly—no complicated processes or lengthy training necessary, which is truly remarkable! Effortlessly transfer marketing leads to your CRM, log leads or purchases into a spreadsheet, and synchronize appointments in your CRM and Google Calendar. You can also set up notifications through Email or Slack when a deal is closed and automate invoice creation in QuickBooks. With the ability to connect your apps within five minutes, Integrately stands out as a highly effective tool for anyone aiming to enhance their workflow. The combination of simplicity and quick outcomes makes it a transformative resource for busy professionals seeking to optimize their daily tasks. Furthermore, this accessibility empowers users to focus on strategic initiatives rather than getting bogged down by repetitive tasks.

Media

Media

Integrations Supported

AeroLeads
BigMarker
CallRail
Canny
Circle
ConvertCreator
Discord
Front
Hyperise
Jellyreach
Landbot.io
Mailifier
Plivo
ShipStation
Simvoly
Square Appointments
Twist
Vectera
Webflow

Integrations Supported

AeroLeads
BigMarker
CallRail
Canny
Circle
ConvertCreator
Discord
Front
Hyperise
Jellyreach
Landbot.io
Mailifier
Plivo
ShipStation
Simvoly
Square Appointments
Twist
Vectera
Webflow

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

CompanyHub

Company Location

India

Company Website

integrately.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

iPaaS

AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management

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