How to integrate Apollo with Microsoft Excel to automatically add registration data from Apollo to Microsoft Excel

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Would you like to automate data registration and reduce time costs?
This article provides a detailed explanation of how to automatically add contact data registered in Apollo to Microsoft Excel, as well as the benefits of doing so.
This app integration can lead to accurate data management and improved business efficiency.
Discover this method to achieve business automation without the need for programming.

Recommended for

・Sales representatives who use Excel regularly and aim to improve the efficiency of data management and updates
・Team leaders who prioritize the accuracy of customer data and want to reduce manual input errors
・Department heads who wish for smooth data sharing among multiple sales representatives working collaboratively
・Those who use Apollo and Microsoft Excel and want to integrate them to improve business efficiency

Benefits and Examples of Integrating Apollo with Microsoft Excel

Benefit 1: Improved Data Management Efficiency

Automatically adding contact information registered in Apollo to Microsoft Excel can improve data management efficiency.
For example, sales representatives can save the effort of manually entering contact information and directly utilize the data on Microsoft Excel sheets, which is expected to speed up information updates.
Additionally, by utilizing Microsoft Excel's filter and sort functions, specific customer information and contact history can be quickly extracted, resulting in improved sales activity efficiency.

Benefit 2: Enhanced Data Accuracy

The system of automatically adding contact information registered in Apollo to Excel prevents manual input errors and duplicate registrations.
It prevents common typos and omissions that occur during manual entry, thereby enhancing data accuracy.
Moreover, managing data in Microsoft Excel allows for referencing organized data, maintaining a consistent management system.
This increases the reliability of data used in sales activities and is expected to facilitate smooth document creation and business progress.

Benefit 3: Smooth Data Sharing

Automatically adding contact information from Apollo to Microsoft Excel sheets makes data sharing within the sales team smoother.
For example, information about companies visited by sales representatives can be automatically added to Microsoft Excel and quickly shared with other team members.
Especially for companies that frequently use Microsoft Excel, data can be easily accessed, edited, and updated without using other software.
This prevents miscommunication among team members and is expected to lead to efficient collaboration.

[About Yoom]

How to Create an Integration Flow Between Apollo and Microsoft Excel

Here, we will explain the actual app integration procedure.
The general flow is as follows:

・Integrate Apollo and Microsoft Excel with My Apps
・Copy the template
・Set a trigger in Apollo and set an action in Microsoft Excel
・Set the trigger to ON and prepare for flow operation
If you are already registered with Yoom, please log in. If not, please register for free and then proceed with the setup.

Step 1: Integrate Apollo and Microsoft Excel with My Apps

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First, integrate Apollo and Google Sheets with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and click "+ New Connection" to proceed with the setup.

Next, search for and click Apollo.

Set the account name and access token.
Enter any name for the account name.
Enter the API key issued here for the access token.
After entering, click "Add" to complete the My Apps integration.

Similarly, search for Microsoft Excel.

Select or sign in to your account to complete the My Apps integration.
※Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

Next, proceed with the setup using the Flowbot template.
Log in to Yoom and click "Try it" on the banner below.

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"Template has been copied!" will be displayed, so click "OK" to complete the copy.

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Step 2: Set the Trigger

Next, set the trigger for Apollo.
Click "When a contact is created".

Edit the title as desired and check the account information.
Ensure that the account selected in "Account information linked with Apollo" is correct.
You can edit the title as desired, but do not change the trigger action, and click "Next".

Set the app trigger.
You can choose the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the shortest trigger interval varies depending on the plan.
After setting, click "Test" to check the operation.

If the information obtained from Apollo is displayed in the output, the test is successful.

In addition, while referring to the output items, create a Microsoft Excel sheet.
Once you have completed these operations, click "Save".

Step 3: Set the Action

Next, set the action for Microsoft Excel.
Click "Add a record".

As before, edit the title as desired and check the account information, then scroll down the page without changing the action.

Set up the database connection.
For "File location", choose either OneDrive or SharePoint.
Next, set the "Drive ID". You can select from the suggestions displayed when you click the field. (If SharePoint is selected, it will be displayed as "Site ID")
Similarly, click the fields for "Item ID" and "Sheet Name" and select the relevant items from the suggestions.
You can specify the "Table range" for adding data to the Microsoft Excel sheet as desired.
After setting each item, click "Next".

Next, configure the details of the records to be added to the Microsoft Excel sheet.
Click the field for "Value of the record to be added" and select the relevant items from the suggestions displayed.
Once everything is selected, click "Test" to verify that the data obtained from Apollo has been added to the Microsoft Excel sheet.
After verification, click "Save".

Click "Turn on Trigger" to complete the preparation for the flow operation.
Now, when contact information is registered in Apollo, it will be automatically added to Microsoft Excel.

Other Automation Examples Using Apollo

1. Add Contact Information Registered with Apollo to Sansan

Contact information from Apollo is automatically registered in Sansan, streamlining the update of the business card database.
This is expected to create an environment where business card information necessary for sales activities can be easily organized and utilized.

2. Add Contact Information Registered in Apollo to Salesforce

Apollo's contact information is automatically added to Salesforce, allowing the sales team to always access the latest customer information.
By eliminating manual data entry, it supports the efficiency of the sales process while maintaining data accuracy.

3. Add Contact Information Registered in Apollo to HubSpot

The contact information registered in Apollo is automatically reflected in HubSpot, streamlining the management of customer data.
This allows for the quick preparation of information necessary for marketing campaigns and sales activities.

Summary

The integration of Apollo and Microsoft Excel supports efficient data management, improved accuracy, and smooth data sharing.
By eliminating the need for manual input and advancing business automation, you can expect increased efficiency in sales activities and overall team productivity.
This method, which can be easily implemented without programming knowledge, is highly recommended for use.