How to integrate Webflow with Microsoft Excel to add entries to Excel when a Webflow form is submitted

Webflow is an excellent tool for easily creating websites, but did you know it becomes even more convenient when integrated with Microsoft Excel?
This article explains how to automatically add form information submitted in Webflow to Microsoft Excel using the no-code tool Yoom.
This is especially recommended for those who:

Want to reduce the hassle of data entry
Want to utilize the latest form information for data analysis in Microsoft Excel

If you are interested, please refer to the following steps and try automatic integration with Yoom!

Benefits of Integrating Webflow with Microsoft Excel

Benefit 1: Improved Data Accuracy

By implementing this automatic integration, you can not only save input time but also contribute to reducing the risk of input errors and data duplication.
Have you ever experienced something like the following?

"Registered with the wrong address when entering manually"
"Someone else also transcribed the same data as me, resulting in data duplication"

Especially when handling large amounts of data, such situations are more likely to occur.
Automating input tasks can help prevent human errors, leading to the maintenance of accurate data.

Benefit 2: Faster Situation Awareness

With this integration, the latest form information is automatically aggregated into Microsoft Excel.
If you regularly use Microsoft Excel for data analysis, you will be able to quickly grasp the analysis results.
Moreover, you can make full use of Microsoft Excel's flexible data analysis capabilities, which may not only improve speed but also provide deeper insights.

[What is Yoom]

Integration Flow of Webflow and Microsoft Excel

Now, let's introduce the steps to actually integrate Webflow and Microsoft Excel.

Set up the app trigger
Add a record

Yoom offers the above two steps as a template.
You can create a flow bot more easily than creating from scratch, so first, click the "Try it" button on the banner below to copy the template!

Integration of My Apps with Webflow and Microsoft Excel

After copying the template, first register Webflow and Microsoft Excel from Yoom's "My Apps" as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Setting the App Trigger".

1. After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left side.

2. Search for the app name, enter the required information, and register the app.

If Webflow and Microsoft Excel are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings!

※Note

Please note that Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Step 1. Setting the App Trigger

First, click on the app trigger "When a form is submitted".

On the first page, the account information linked in advance will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, set up the API connection with Webflow.
Specify the site ID, and if there are no errors in the "Test", click "Next".

On the next page, send a webhook event or execute the event that triggers it, and click "Test".

If there are no issues up to this point, the trigger setting is complete by clicking "Save".

Step 2. Add a Record

Next, click "Add a Record".

At the beginning of the first page, account information is displayed as in Step 1.

Below that, there are input fields for linking with the database.
Enter the required fields such as file storage location and drive ID, and proceed by clicking "Next".

On the second page, set the values for the record to be added.
Use the outputted information to input.

‍

Click "Test", and if there are no errors, click "Save".

If a popup like the image below is displayed, all settings are complete.

Other Automation Examples Using Webflow and Microsoft Excel

Yoom has many automation examples using Webflow and Microsoft Excel.
Here are some representative examples.

1. Add to Sasuke when a Webflow form is submitted

For those managing prospective customer information using Sasuke, the following template is also recommended.

2. Add a ToDo object registered in Salesforce to Microsoft Excel

For those who use Salesforce for task management, integration with Microsoft Excel is also recommended.
This is recommended for those who want to transfer task information managed in Salesforce to Microsoft Excel for data aggregation and analysis.

3. Use OCR to read the PDF file attached to the form, store it in Microsoft Excel, and notify via Slack

The automation described in this article was a simple flow that only automatically registers form information, but more advanced integrations are also possible.
Recommended for those using Microsoft Excel and Slack.

Summary

In this article, we explained how to automatically add Webflow form information to Microsoft Excel using Yoom.
By using this integration, you can reduce the effort of data entry and minimize human errors, which helps in maintaining accurate data.
Additionally, by leveraging Microsoft Excel's analysis features, you can easily visualize data and create reports.
This enables quick and accurate decision-making, contributing to the overall improvement of business processes.
We encourage you to try this method to achieve greater efficiency in your operations.

If you are interested, please start by registering for free here!