How to Integrate Applications

2025-04-16

How to integrate Webflow with Microsoft Excel to automatically accumulate collection information in Microsoft Excel

k.hieda

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!

Webflow allows you to visually build websites without programming knowledge and is utilized by many companies. By integrating this convenient tool with Microsoft Excel, website updates and content progress management can be conducted more smoothly. For example, by automatically adding collection data to Microsoft Excel, you can grasp the creation date, last update date, and archive status of content in real-time, reducing the workload of web administrators and project managers.

Traditional integration methods required programming and could be cumbersome to set up. Therefore, we offer a Flowbot template that can be easily implemented without code. This article explains the setup method without programming and specific usage methods, so please read to the end.

Two Benefits of Integrating Webflow with Microsoft Excel

From the perspective of web administrators and project managers, we considered specific benefits of automation.

Benefit 1: Smooth Website Updates and Maintenance

By automatically adding data from Webflow to Microsoft Excel, site operators can instantly grasp the creation date, last update date, and archive status of items. This allows you to quickly check which content is up-to-date and which is outdated, prioritizing necessary updates. Especially when managing multiple pages and content, there is no need to manually track data, ensuring the entire site is always up-to-date. As a result, the accuracy of information provided to users improves, and the reliability of the website is expected to increase.

Benefit 2: Easy Grasp of Progress Management and Content Status

With Webflow's collection data automatically reflected in Microsoft Excel, project managers can check the progress of content in real-time. For example, based on the creation date and last publication date of items, you can instantly see which projects are ongoing and which content is completed, allowing you to quickly move to the next step. This saves the trouble of individually checking the progress of each task, making communication among members more efficient. Furthermore, by grasping archived content, you can accurately determine project priorities and re-editing timing, ensuring smooth progress of the overall project plan.

[What is Yoom]

Here, we will explain how to create automation using Yoom's template to "add items created in Webflow to Microsoft Excel."

Try it from the free plan! Please proceed to register first♪

Register for free with Yoom

※Microsoft 365 (formerly Office365) has plans for home use and general corporate use (Microsoft 365 Business). Depending on your environment (if you are not subscribed to the general corporate plan), authentication may not work properly, so please be aware.

How to Create a Flow for Integrating Webflow and Microsoft Excel

Things to Prepare in Advance

Here are the items needed for the integration work.

Webflow

  • Access Token
    • Select the target site in the Webflow dashboard.
    • Proceed to "Site Settings" and click "Apps & Integrations."
    • In the "API Access" tab, issue an API token.
    • When issuing the API token, set the "Read and Write" permissions for "CMS" and "Sites."

Microsoft Excel

Integration with Microsoft Excel is done using Microsoft Sharepoint or OneDrive. Therefore, it integrates with Microsoft 365.

  • Microsoft 365 login information
  • For this introduction, please prepare a test environment for Microsoft Sharepoint.
    • Site creation
    • Upload the Microsoft Excel to which records will be added. Since the table recognizes the first row as a header, create items in the first row columns.
      ※Insert a unique key in the items. If there are duplicate values, it is important to make it easy for the system to identify which value it is, such as by assigning serial numbers.

Step 1: Register My Apps

First, register the app to be integrated with Yoom. Log in to Yoom's workspace and click the new connection button from My Apps in the menu bar.

A list of apps that can be connected with Yoom will be displayed. Search for the app to be connected from the search window at the top and proceed with My Apps registration.

Webflow

Search for "Webflow" and click the app name that appears. This screen will be displayed.

Enter any string (such as an email address) for the account name and the value obtained from Webflow for the access token, then click the add button.

Microsoft Excel

Search for "Microsoft Excel" and click the app name that appears. The screen will switch to enter Microsoft account information.

After entering the account information, click the add button to complete the My Apps registration.

Step 2: Copy Yoom's Template to My Project

Click this banner. The template will be copied to "My Project" in the Yoom workspace.

The template will be copied to my project.

Click the title within the red frame to navigate to the settings screen.

Step 3: App Trigger "When a Collection Item is Created"

Click the first process. Set up the integration with the relevant site in Webflow and configure the output to be extracted.

(1/3) Select Integration Account and Action

The following are pre-configured, so no action is required.

  • Title
  • Database App
  • Account Information for Integration with Webflow
  • Execute Action

→ Click Next

(2/3) API Connection Settings for App Trigger

Click the edit field for the Site ID to open a dropdown, where candidates are displayed. Selecting a candidate will automatically quote the ID. Alternatively, you can obtain it using the following method.

  • In the Webflow dashboard, select the target site.
  • Proceed to "Site Settings" and open the "General" tab.
  • Scroll down the page to find the "Site ID" displayed, where you can check and copy it.

→ Click Test → Success

→ Click Next

(3/3) API Connection Settings for App Trigger

  • What is a Webhook Event
    • It occurs when a collection item is created or updated on Webflow.

→ Click Test → Success. In the output, this item can be obtained. In the next process, it will be linked to a Microsoft Excel table.

→ Click Save

Step 4: Operate the Database "Add Record"

Click the second process. Here, you will link the Microsoft Excel database and the information to be added.

(1/2) Select Integration Account and Action

The following are pre-configured, so no action is required.

  • Title
  • Database App
  • Account Information for Integration with Microsoft Excel
  • Execute Action

Proceed to Database Integration at the bottom of the same screen.

By default, the file save location is OneDrive. Since we are using Microsoft SharePoint this time, switch from the dropdown to display the items.

  • Site ID
    • Click the edit field to pick up candidate sites. Selecting the relevant site will quote the ID.
  • File Name (Optional)
    • Enter an optional file name.
  • Item ID
    • Click the edit field to pick up candidate item names. Selecting the relevant item will quote the ID.
  • Sheet Name
    • Click the edit field to pick up candidate sheet names. Selecting the relevant sheet name will quote the ID.
  • Table Range
    • Set it in the format "A1:G30". This time, since the table range is A to H, we entered A1:H.

→ Click Next

(2/2) API Connection Settings

The headers of the integrated database have been extracted as items.

Click the edit field to open a dropdown, displaying the output obtained from Webflow.

> Learn more: Regarding the Operation Settings for "Operate Database" in Excel

Selecting it will embed the quote code. Once all are embedded,

→ Click Test → Success

→ Click Save!

Step 5: Turn the App Trigger [ON]

Once all processes are configured, a complete screen will pop up.

Turn the Trigger [ON] to complete the setup.

The integration work is complete! Integration was achieved in a short time without using programming. Here is the template for this time.

Make the Most of It! Webflow and Microsoft Excel: 3 Other Automation Picks

Webflow and Microsoft Excel have developed many other templates that can be automated.

1. Eliminate Manual Input and Streamline Order Management

When a product order occurs in Webflow, the order information is automatically added to Microsoft Excel. This system eliminates the need for manual input and streamlines order management. The risk of operational errors is reduced, allowing for more accurate information management.

2. Simplify Verification Tasks with Automatic Form Information Management

When a form in Webflow is submitted, its contents are automatically added to Microsoft Excel. This allows you to review the form contents without logging into Webflow, making data management more efficient and accurate.

3. Accelerate Data Updates with Automated Collection Management

This is the Google Spreadsheet version of the flow we introduced. It simplifies collection management, allowing for quick report creation and analysis based on the latest data.

Summary

The integration of Webflow and Microsoft Excel is an effective solution for web administrators and project managers to reduce their workload. By being able to grasp the update status of websites and the status of content in real-time, necessary tasks can be executed timely, preventing errors and delays.

Furthermore, by utilizing flow bots that can be easily implemented without code, it is possible to introduce the system without programming knowledge. This automation eliminates complex manual tasks, creating an environment where you can focus on strategic decision-making and execution of plans.

By incorporating this system, the overall workflow becomes smoother, and the success rate of projects is expected to improve. First, click the banner below to try out the template.

See you again soon!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Webflow
Microsoft Excel
Integration
Automatic
Automation
App integration
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