How to integrate Webflow with Microsoft Excel to sync orders to Microsoft Excel when an order is placed in Webflow

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!

Order data from e-commerce sites is crucial information that can be leveraged for sales and marketing. By accurately and swiftly understanding sales figures and repeat rates from the data, and based on the results of aggregation and analysis, you can proceed with operations smoothly.

In this article, we introduce a method to automatically sync data to Microsoft Excel when a new order is placed on an e-commerce site managed with Webflow. This integration saves time and effort spent on manual entry and prevents data inconsistencies due to human error. Additionally, it enables quick information sharing, allowing for smooth initiation of order data analysis. With the automation tool Yoom, you can easily set up the integration, so take this opportunity to try it out.

Benefits of Integrating Webflow and Microsoft Excel

Benefit 1: Improved Work Efficiency through Automation

Eliminating the need for manual data entry saves staff time and effort. This allows marketing personnel to focus on strategic tasks such as market research and campaign planning.

Moreover, the risk of human errors such as incorrect entries or omissions is reduced, improving the accuracy of information. This means that even if issues arise during or after data analysis, the time spent identifying and correcting errors can be minimized. You can focus on your core tasks by minimizing the time spent on problem-solving.

Benefit 2: Faster Data Analysis

As new orders are immediately reflected in Microsoft Excel, the latest sales status can be shared in a timely manner. As a result, data analysis becomes smoother, and marketing and sales management personnel can optimize advertising strategies and product planning based on the analysis results. By frequently understanding trends in sales figures and repeat purchase rates, you can quickly respond to changes in customer needs, such as proposing product improvements, price changes, or additional sales.

Additionally, even if unusual order patterns or sudden sales fluctuations occur, they can be detected immediately. Early detection and response to problems or opportunities help reduce business risks and seize new opportunities. By sharing the latest data not only with field personnel but also with management, quick data-driven decisions can be made even if the problems or opportunities are large-scale.

[About Yoom]

How to Create an Integration Flow between Webflow and Microsoft Excel

Let's proceed with setting up the integration and automation of workflows between Webflow and Microsoft Excel.

Using a template, we will introduce the steps to create a workflow that "adds to Microsoft Excel when an order is placed on Webflow."

Before You Start

1. Create a file in Microsoft Excel for managing (or analyzing) order information and save it to OneDrive or SharePoint.‍

2. Log in to Yoom.

3. Copy the Yoom template from the "Try it out" button below.

Step 1: Connect Webflow and Microsoft Excel with My Apps

*If you have already connected the apps, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Webflow and Microsoft Excel, and connect the apps.
*If your Microsoft 365 (formerly Office 365) plan is not a business plan (Microsoft 365 Business), you may encounter authentication issues when connecting Microsoft Excel.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

‍

Step 2: Setting up a trigger to activate when a new order is placed in Webflow

1. Open the copied template.
　※ You can change the title to your preference from the red frame in the image below.

2. Click the Flowbot's "App Trigger: When a new order is submitted".

3. Select the linked account and action.
　Change the title if necessary and click "Next".

4. Set up the API connection for the app trigger.
　Select the site ID from the candidates and click "Test".

5. If the test is successful, click "Next".

6. After placing a test order, click "Test".

7. If the test is successful, click "Save".

Step 3: Setting up an action to add a record to Microsoft Excel

1. Select the Flowbot's "Operate Database Add Record".

2. Set up "Select Linked Account and Action".
　・Title: Change if necessary.
　・Each item in "Database Integration": Refer to the notes at the bottom of the field for input and selection.
　※ The image below is an example of input.

3. Click "Next".

4. Set up the detailed settings for database operations.
　Use the output obtained in Step 2 to input the values for the record to be added.
　※ The image below is an example of input.

　※ The image below is an example of output reference. Please select the output that matches each item.

5. Conduct a test, and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it automatically.

This completes the flow "Add to Microsoft Excel when an order is placed in Webflow".

Other Automation Examples Using Webflow and Microsoft Excel

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

1. A flow where information is added to Microsoft Excel when a Webflow form response is submitted. You can list, process, and analyze various collected information such as campaign entries, inquiries, and surveys to utilize in marketing and customer service.

2. This is a flow that adds information to Microsoft Excel when a new item is created in a Webflow collection. By listing collection items in a database, it becomes easier to review the items. This eliminates the need for manual transcription, preventing input errors and omissions.

3. This is a flow to add information to Microsoft Excel when a transaction is registered in Smaregi. If you are using a POS system in the operation of a physical store or an e-commerce site, consolidating that information into Microsoft Excel allows you to understand the company's overall sales and inventory, and perform aggregation and analysis using Excel's features.

Summary

By integrating Webflow with Microsoft Excel, you can automatically synchronize data every time a new order is placed. This reduces the time spent on data entry and improves the accuracy of information. Additionally, timely sharing of order data allows for smooth monitoring and analysis of sales status based on the data. By sharing the latest information across the company, from on-site personnel to management, quick proposals and decisions based on data become possible. Please try the integration introduced this time using Yoom.