How to integrate Bubble with Microsoft Excel to automatically add a Thing to Microsoft Excel when it is registered in Bubble
How to Integrate Applications
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2024/12/23
How to integrate Bubble with Microsoft Excel to automatically add a Thing to Microsoft Excel when it is registered in Bubble
s.miyamoto
Why not implement automation through app integration to achieve efficient data management and utilization? This article explains how to automatically add data to Microsoft Excel when a Thing is registered in Bubble. This automation can save you the hassle of manual data entry and improve operational efficiency. This app integration can be easily implemented without programming, so please give it a try.
Recommended for
System administrators who regularly use Bubble and want to efficiently integrate registered data with external tools
Team leaders who use Microsoft Excel in their daily work and aim to improve work efficiency through automatic data updates
Sales department managers who want to share information in a timely manner across multiple departments and strengthen collaboration
Benefits and Examples of Integrating Bubble and Microsoft Excel
Benefit 1: Improved Work Efficiency and Reduced Human Error
By adopting a system where data (Thing) registered in Bubble is automatically added to Microsoft Excel, you can expect improved operational efficiency. This process eliminates manual data entry, reduces work time, and decreases the incidence of human errors. Especially in tasks that handle large amounts of data, the burden of manual entry can be significant, so the benefits of automation are expected to be substantial. Additionally, accurate data registration means that no correction work is required in analysis or reporting, allowing the overall business process to proceed smoothly.
Benefit 2: Speedy Information Sharing
By implementing a system where data registered in Bubble is immediately reflected in Microsoft Excel, information is shared in a timely manner, supporting improved operational efficiency. For example, when the sales team registers new customer information in Bubble, management teams or executives can quickly check that information in Microsoft Excel. This resolves information gaps between departments and is expected to speed up decision-making and planning. Furthermore, sharing data in Microsoft Excel enhances team collaboration and supports the smooth progress of business processes. This system is particularly effective in remote work, creating an environment where data can be utilized regardless of time or location.
Benefit 3: Easy Data Analysis and Aggregation
By utilizing Microsoft Excel's calculation functions and data visualization tools, you can easily analyze and aggregate data imported from Bubble. For example, you can import daily sales data or customer registration data into Microsoft Excel and perform trend analysis on a monthly or yearly basis. In particular, Microsoft Excel allows you to use pivot tables and conditional formatting to organize complex data concisely and display important metrics clearly. This enables easy data analysis from Bubble without special skills, supporting efficient decision-making. This is also a major advantage in terms of reducing the cost of introducing dedicated analysis tools and learning costs.
Now, let's explain how to automatically add data to Microsoft Excel when a Thing is registered in Bubble using the no-code tool Yoom.
[What is Yoom]
How to Manage Content Added to Bubble in Microsoft Excel
It is possible to achieve this by receiving the registration of a Thing in Bubble using Bubble's API and adding the data of the Thing registered in Bubble to a specified channel in Microsoft Excel using Microsoft Excel's API. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.
We will create it in the following major processes:
Integrate Bubble and Microsoft Excel with My App
Copy the template
Set a trigger in Bubble and set an action in Microsoft Excel
Set the trigger to ON and complete the preparation for flow operation
If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free
Step 1: Integrate Bubble and Microsoft Excel with My App
First, integrate Bubble and Airtable with My App. Once logged into Yoom, click on "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".
Next, search for and click on Bubble.
Then, configure the connection settings. For "Account Name", enter a management name of your choice. For "Access Token", obtain the API Token from Bubble's settings and enter it. For "Subdomain", obtain and enter it from Bubble's app URL. Also, refer to the annotations to enable API settings in Bubble. Once each item is configured, click "Add" to complete.
Similarly, search for Microsoft Excel.
Select or sign in to your account to complete the integration with My App. Next, proceed with the setup using the Flowbot template. Log in to Yoom and click "Try it" on the banner below.
"Template has been copied!" will be displayed, so click "OK" to complete the copy.
Step 2: Set the Trigger
Next, set the trigger in Bubble. Click "When a Thing is created".
Next, check the "Account information to link with Bubble". You can freely edit the title, but leave the trigger action as is, and click "Next".
Set up the API connection. You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *Please note that the shortest activation interval varies depending on the plan. Specify the "Data type name" for the target data type in Bubble. Once everything is set, click "Test".
Check the acquired data displayed in the output and click "Save". If you want to acquire other values, use JSON PATH to set the information acquisition. Detailed settings for JSON PATH are explained here.
Step 3: Set the Action
Next, set the action for Microsoft Excel. Click "Add a record".
Edit the title as desired and verify the account information, then scroll down the page.
Next, set up the database linkage. Select OneDrive or Sharepoint for "File storage location". Click the field to select from the displayed options for "Drive ID". If SharePoint is selected, it will be displayed as "Site ID". Select "Item ID" and "Sheet name" from the options as well, and specify the "Table range" as desired. After setting each item, click "Next".
Next, set the values for the records to be added. Click each field to select the information obtained from Bubble. Click "Test" and after confirming that the information has been added, click "Save".
Click "Turn on Trigger" to complete the flow operation preparation. Now, when a Thing is registered in Bubble, it will be automatically added to Microsoft Excel.
Others Using Bubble
There are many other examples of automation using Bubble in Yoom, so let me introduce a few.
1. Add to BASE When Product Information is Registered in Bubble
When product information is registered in Bubble, it is automatically added to BASE. This supports the operation of the EC site and establishes a system where product information can be centrally managed. As a result, manual registration is no longer necessary, and the listing process is streamlined.
2. Add information registered in Bubble to Sansan
Information registered in Bubble is automatically added to Sansan as well. This streamlines the management of business card information, allowing you to register customer information necessary for sales activities accurately and in a timely manner. This creates an environment where information sharing within the sales team proceeds smoothly.
3. Add Information Registered in Bubble to Salesforce
Information registered in Bubble is automatically added to Salesforce. With excellent app integration for customer management and sales support, information entered in Bubble is quickly reflected in customer data. This allows the sales team to operate based on the latest information, improving operational efficiency.
Summary
The integration of Bubble and Microsoft Excel has enabled the automation and streamlining of data management. By eliminating manual data entry, it reduces working hours and prevents human errors while facilitating rapid information sharing. Additionally, by leveraging Microsoft Excel's analytical capabilities, it becomes easier to analyze Bubble's data, supporting the acceleration of business processes.
Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to experience business efficiency through automation.
The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies.
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