Excel to CRM Made Easy: Import & Map Your Data Efficiently!

In this video, we cover everything from preparing your Excel file for import to mapping your data fields accurately within the CRM system. Whether you're a nonprofit looking to organize donor information, a small business managing customer data, or anyone in between, this tutorial is tailored to help you make the most out of your CRM.
0:00 - Intro
01:02 - How to import your existing spreadsheet in Excel.
01:48 - How to map form fields.
03:08 - Edit the form.
05:50 - How to update data in CubeDrive Flow (CRM).
06:30 - How to embed the form on your website.
08:23 - Wrap up.