How to integrate CallConnect with Microsoft Excel to add entries to Excel when a call is received in CallConnect

After handling calls with CallConnect, manually adding customer information to Microsoft Excel is a significant burden for representatives.
You might also think there is room for improvement in operational efficiency and cost-effectiveness.
By integrating CallConnect with Microsoft Excel, you can reduce manual registration and prevent human errors.
Additionally, allowing representatives to focus on their tasks can help optimize costs.
This article introduces a method to integrate CallConnect with Microsoft Excel without coding.
It's easy to implement even without specialized knowledge, so consider it as a reference when automating tasks.

Recommended for

Those using CallConnect and Microsoft Excel
Those using CallConnect and Microsoft Excel but have a high volume of call handling tasks and aim to reduce the burden on representatives
Those who want to accurately record calls by integrating CallConnect with Microsoft Excel
Those considering cost reduction by integrating CallConnect with Microsoft Excel

Benefits and Examples of Integrating CallConnect with Microsoft Excel

Benefit 1: Reducing the Burden of Data Entry

After handling calls with CallConnect, manually adding data to Microsoft Excel is a significant burden for representatives.
If a new inquiry comes in during data registration, the registration task might be postponed and forgotten.
By integrating CallConnect with Microsoft Excel, you can expect to automatically add data to Microsoft Excel with each incoming call, reducing the burden on representatives.
For example, in companies where there is often a shortage of staff for call handling, representatives may become overwhelmed with calls and postpone adding customer information.
This integration allows for automatic addition of customer information, reducing the burden on representatives and allowing them to focus on call handling.

Benefit 2: Reducing Data Entry Errors

Manual entry carries the risk of human error.
If there are input errors in customer information, it may lead to verification tasks or a decline in customer trust.
By automatically adding customer information through the integration of CallConnect and Microsoft Excel, you can prevent errors from manual tasks, enabling accurate information management.
For example, if there are many fields to register customer information, even tasks like copy & paste can lead to omissions.
Such errors can be prevented through automation, improving data accuracy and reducing management burden through integration.

Benefit 3: Cost Optimization

Manually registering customer data in Microsoft Excel not only burdens representatives but also incurs labor costs.
As the number of registrations increases, labor costs rise, making it difficult to improve support quality due to increased tool operation costs.
By integrating CallConnect with Microsoft Excel, customer data is automatically added, allowing you to reduce labor costs and enable representatives to focus on their tasks.
For example, when you want to improve customer support quality without increasing staff, automating manual data registration tasks may allow representatives to focus on support.
This can lead to reduced operational costs and improved support quality, achieving cost optimization.

Now, let's introduce the method to "add to Microsoft Excel when a call is received in CallConnect" using the no-code tool Yoom.

[What is Yoom]

How to Add to Microsoft Excel When a Call is Received in CallConnect

This method is achievable by receiving a call in CallConnect using CallConnect's API and adding data to Microsoft Excel using the API provided by Microsoft Excel.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

We will create it through the following major processes.

Register CallConnect and Microsoft Excel as My Apps
Copy the template
Set the CallConnect trigger as the starting point of the flow, followed by the Microsoft Excel settings
Turn on the trigger button and verify the integration operation between CallConnect and Microsoft Excel

If you haven't used Yoom yet, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Connect CallConnect and Microsoft Excel to My Apps

First, register CallConnect and Microsoft Excel to My Apps to connect them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the next screen, search for and select CallConnect and Microsoft Excel to proceed to the next screen.

＜For CallConnect＞

・Enter the account name and access token, then click "Add" to complete the registration to My Apps.

＜For Microsoft Excel＞

・Sign in and then click "Agree" to complete the registration to My Apps.

※Microsoft365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Step 2: Copy the Template

Copy the template to connect CallConnect and Microsoft Excel.

1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Setting up the CallConnect Trigger

Set up the trigger action that initiates the flow.
In this flow, the trigger is activated when a call is received in CallConnect.

1. Select "My Projects" in the Yoom management screen and click "Add to Microsoft Excel when a call is received in CallConnect [Copy]".
*The template title can be changed freely on the next screen.

2. Click "App Trigger When Webhook is Received".

3. Confirm the account linked with CallConnect and click "Next".
*Other items are set by default.

4. Copy the Webhook URL, set it in CallConnect, and perform a test.

5. If the test is successful, the information obtained from CallConnect will be displayed in the output.
If there are no issues, save it.

Step 4: Setting up Microsoft Excel

Finally, set up to add the information obtained from CallConnect to Microsoft Excel.

1. Click "Operate Database Add Record".

2. Confirm the account linked with Microsoft Excel.
*Other items are set by default.

3. Set up Microsoft Excel to add data and click "Next".
*Drive ID, Item ID, and Sheet Name can be selected from "Suggestions" displayed when clicking the frame.
*Details of each item are also explained on the help page.

*In this case, the table range is set as above to add data to the sheet below.

4. The values of the records to be added will be displayed in the set sheet's items.
Set the items to register customer information and perform a test.
*For each item, set the corresponding item from "When Webhook is Received" in the output. (Values are displayed in double brackets) This allows dynamic reflection of information that changes for each customer.
*If left blank, data will not be added.

5. If the test is successful, a record will be added to Microsoft Excel.
If there are no issues, save it.

6. When the trigger is turned ON, a record will be automatically added to Microsoft Excel each time a call is received in CallConnect.

If you have any questions about the introduced flow, please check the help page.

Other Automation Examples Using CallConnect and Microsoft Excel

There are many other examples of automation using CallConnect and Microsoft Excel on Yoom, so here are a few introductions.

1. Notify Microsoft Teams When a Call is Received on CallConnect

You can automatically notify Microsoft Teams when a call is received on CallConnect.
With this integration, even if the call handler is away from their desk, team members can notice the incoming call and prevent missed call handling.

2. Add tasks registered in Notion to a Microsoft Excel sheet

You can automatically add task information registered in Notion to Microsoft Excel.
This integration allows for centralized task management, preventing omissions and duplicates, and is expected to improve data consistency.

3. Add information to Microsoft Excel when a workflow is approved in Garoon

Information approved in Garoon's workflow can be automatically added to Microsoft Excel.
This integration reduces manual entry and prevents errors during registration, enabling efficient and accurate business processes.

Summary

Manually adding customer information received through CallConnect to Microsoft Excel can lead to increased workload for staff and input errors. Additionally, optimizing costs becomes challenging. By integrating the two tools, customer data can be automatically added, addressing issues related to manual entry and leading to cost optimization. The integration of CallConnect and Microsoft Excel can be achieved without coding by using Yoom. You can implement it simply by following the steps outlined in this article, so take this opportunity to optimize your operations and costs.