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

■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.