■Overview
This is a flow to add contact information registered in Apollo to Microsoft Excel.
By using Yoom, you can easily connect applications without the need for programming.
■Recommended for
1. Companies using Apollo as a customer management tool
・Marketing or sales personnel managing contact information using Apollo
2. Data managers managing data in Microsoft Excel
・Those who find it cumbersome to manually add data each time
■Benefits of using this template
By using this template, contact information registered in Apollo is automatically reflected in Microsoft Excel.
This offers the following benefits:
First, since manual data entry is no longer necessary, the workload is reduced, and time can be saved. As a result, you can focus on other important tasks, improving overall work efficiency.
Furthermore, the risk of human error is also reduced. By automating the transcription work that was done manually, you can prevent human errors such as typos and omissions.
■Notes
・Please connect both Apollo and Microsoft Excel with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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