When a task is registered in Zoho CRM, add it to Microsoft Excel.

■Overview

This is a flow that adds a task to Microsoft Excel when it is registered in Zoho CRM.

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■Recommended for‍

1. Those using Zoho CRM for managing sales activity information

・Sales department personnel who centrally manage customer information with Zoho CRM

・Those managing follow-up tasks according to leads

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2. Those utilizing Microsoft Excel for centralized task management

・Project managers managing tasks with Microsoft Excel

・Those adding tasks from Zoho CRM to Microsoft Excel as needed

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■Benefits of using this template

Zoho CRM allows for centralized management of customer information and sales activity information, improving the efficiency of sales activities.
However, if tasks are managed within the team using Microsoft Excel, you may find it cumbersome to reflect tasks registered in Zoho CRM each time.

This template automates the addition of tasks to Microsoft Excel when they are registered in Zoho CRM, thus streamlining task management.
By automating the addition of tasks to Microsoft Excel, manual work is eliminated, preventing the occurrence of human errors.

Additionally, by integrating with chat tools, tasks registered in Zoho CRM can be shared with team members.

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■Notes‍

・Please integrate both Zoho CRM and Microsoft Excel with Yoom.

・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.