■Overview
This is a flow to add incoming calls from CallConnect to Microsoft Excel.
By using Yoom, you can easily integrate apps without the need for programming.
■Recommended for
1. Those who frequently receive calls via CallConnect
・Those who often handle calls for work and find it cumbersome to manually record call details
・Those who want to efficiently manage call details and easily review them later
2. Those who manage data using Microsoft Excel
・Those who use Microsoft Excel for data management and analysis and find manual data entry tedious
・Those who want to automate the registration of call information in Microsoft Excel to streamline data organization and analysis
■Benefits of Using This Template
There are several benefits to using the flow that automatically adds data to Microsoft Excel when a call is received via CallConnect.
Firstly, since call information is automatically added to Microsoft Excel, you can eliminate manual data entry, improving work efficiency.
Additionally, by utilizing this flow, information is organized immediately after handling a call, making it easier to review data later.
Furthermore, centralized data management becomes possible, facilitating smooth information sharing within the team and enhancing transparency.
This strengthens collaboration among team members and can lead to improved efficiency and quality of work.
■Notes
・Please integrate both CallConnect and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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