How to create an invoice from a Microsoft Excel template by integrating Microsoft Excel with HubSpot from the contact page in HubSpot.

Step 1: Connect My App

Let's register your Google Drive and LINE WORKS with My App!
(1) To connect, log in to Yoom and click on My App on the left side of the screen.
(2) A +New Connection button will appear on the right side of the screen, click it.

How to Register My App with HubSpot
(1) Select HubSpot from the list of apps.
(2) Refer to How to Register My App with HubSpot to register your app.

‍How to Register My App with Excel
‍(1) Select Microsoft Excel from the list of apps.
(2) Enter the account information to connect via sign-in.
(3) My App registration is complete!

After Completing Registration with Yoom
(1) Click on the banner below and click "Try this template".

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(2) Select a project from the workspace list as desired.
※ The copied template will be stored in "My Projects" within the project selected in (2).
(3) Click "Edit" at the top right of the flow list screen.

Step 2: Set the Trigger

(1) Click "Chrome Extension Trigger" from the flow list screen.
(2) Set the title for the Chrome Extension Trigger.
※ You can use the originally set title as is!
(3) Verify that the account information for integration is correct.
※ If the account information is not displayed, click +Add Linked Account to register.
(4) For the action when launching from the extension, select "Launch from Contact Detail Page."
(5) Click Next.

■ API Connection Settings for Apps Launched by Extension
(6) Set a sample URL for the launch page as desired.
(7) If no errors occur during the test, click Save.

Step 3: Request Action from the Person in Charge

(1) Click "Request Action from the Person in Charge."
(2) Set each item.

• Title: ※ You can use the originally set title as is!
• Person in Charge: Select as desired from the dropdown menu.
• Details of the requested action: This time it's text only, but you can also structure the instructions using the output!
  

(3) This time, set up 5 input forms.
※ Don't forget to check if they are required fields!

• Payment Deadline: Select "Date" from the dropdown menu.
• Billing Item: Select "Text" from the dropdown menu.
• Unit Price: Select "Text" from the dropdown menu.
• Quantity: Select "Text" from the dropdown menu.
• Unit: Select "Text" from the dropdown menu.

(4) Click Next.

■ Setting Sample Values for Input Forms
(5) Set sample values for the responses to the input forms set earlier.
(4) Click Save.

Step 4: Issue Documents

(1) Click "Issue Documents."
(2) Set the title.
※ You can use the originally set title as is!
(3) Verify that the account information for integration is correct.
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Set each item for the template document integration.

• File Storage Location: Select as desired from the dropdown menu.
• Drive ID: Select as desired from the options.
• File Name (Optional): Set as text this time (e.g., Invoice).
• Item ID: Select as desired from the options.

(5) Set each item for the issued document.

• Folder Name for Storage (Optional): Set as text this time (e.g., Invoice).
• Folder ID for Storage: Select as desired from the options.
• Output File Name: Set as text this time (e.g., Test).

(6) Click Next.

■ Setting Replacement Conditions
(7) Click Get Replacement Conditions.
(8) If no errors occur during the test, click Save.
(9) Return to the flow list screen and change the app trigger to ON to complete the flow settings!

Advanced Integration Flow of Microsoft Excel and HubSpot

After creating an invoice, the next step is to send it via email.
You send invoices in a fixed format every time, right?
If so, let's automate the email sending process as well!
Of course, if you're worried about automation and want to check the invoice details before sending, you can include a request for confirmation by a responsible person in the flow.

Summary

By integrating Microsoft Excel with HubSpot, invoice creation can be automated, significantly saving effort and time.
Additionally, importing HubSpot data into Excel allows for easy data analysis, enabling performance tracking and the discovery of areas for improvement.
This leads to smoother daily operations and further time savings.

We encourage you to take this opportunity to try integrating Microsoft Excel with HubSpot.