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

No items found.

■Overview

This is a flow that adds a lead registered in Zoho CRM to Microsoft Excel.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

■Recommended for

1. Those using Zoho CRM for sales or marketing

・Leaders or managers who want to keep lead information shared within the team up-to-date

・Those who want to sync lead information with other tools for aggregation and analysis


2. Those using Microsoft Excel for lead management

・Those who want to centralize lead information management and improve the efficiency of sales and marketing operations

・Administrators who want to reduce tedious manual work and automate business processes

■Benefits of using this template

Zoho CRM is a useful tool for sales and marketing, but manually transferring registered information to other tools for aggregation and analysis is inefficient.

By using this flow, when a new lead is created in Zoho CRM, the information is automatically synced to Microsoft Excel.

With information automatically reflected without manual transfer, each person in charge can follow up smoothly.

Additionally, automation allows for centralized management of lead information, enabling efficient sales and marketing activities based on consistent information.

■Notes

・Please integrate Zoho CRM and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・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.

How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
When the deal information in Zoho CRM is updated, update the deal information in board.
When the deal information in Zoho CRM is updated, the deal information registered on the board is also updated in this flow. The deal information on the board is updated in real-time according to the progress of the deal in Zoho CRM, eliminating the need for manual information updates and improving operational efficiency.
When an account is created in Zoho CRM, add a record to kintone.
When an account is created in Zoho CRM, this flow adds a record to kintone. By automating the information linkage between Zoho CRM and kintone, manual data entry is no longer necessary, significantly improving operational efficiency and reducing human errors.
When a deal is registered in Zoho CRM, create a case on the board.
When a deal is registered in Zoho CRM, this flow creates a new case in board. The integration of deal information between Zoho CRM and board is automated, eliminating the need for manual entry, which improves operational efficiency and reduces human errors.
When an account is registered in Zoho CRM, send an email via Gmail after receiving approval.
When an account is registered in Zoho CRM, after receiving approval, it is linked to Gmail and an email is sent to the registered company. This flow is completed automatically, eliminating the need for manual work and improving operational efficiency.
When a contact is registered in ZohoCRM, add the contact to Mailchimp.
When a contact is registered in ZohoCRM, this flow adds the contact to Mailchimp. The registration is done automatically based on the registered information, reducing manual effort and improving operational efficiency. Since the registration details are the same, it helps reduce input errors caused by manual entry.‍
When a new lead is created in ZohoCRM, create a contact in HubSpot by integrating the two systems.
When a new lead is created in ZohoCRM, this flow integrates with HubSpot to create a new contact. It automatically completes the series of steps, eliminating the need for manual work and improving operational efficiency and reducing the risk of oversights.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Zoho CRM
Zoho CRM
 Templates using
Microsoft Excel
Microsoft Excel
Templates using
Related apps
No items found.
Templates using
No items found.
About the apps you use
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
see details
templates
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details