Add a new contact to Microsoft Excel when one is created in Close

■Overview

Manually transferring new customer information from the CRM tool "Close" to a Microsoft Excel management sheet every time it is registered is time-consuming and prone to human errors such as data entry mistakes. With this workflow, information is automatically added to a specified Microsoft Excel file whenever a new contact is created in Close. This streamlines routine customer management tasks and improves data accuracy.

■Recommended for

• Anyone who manually transfers customer information managed in Close to Microsoft Excel
• Anyone looking to eliminate issues such as data entry errors and missed follow-ups when transferring customer information
• Anyone who wants to automate routine manual tasks and focus on more important work

■Benefits of using this template

• A new record is automatically added to Microsoft Excel whenever a contact is added to Close, reducing the time spent on manual data entry.
• Eliminating manual data transfers helps prevent human errors such as incorrect entries and missed updates.

■Flowbot steps

1. First, connect Close and Microsoft Excel to Yoom.
2. Next, select Close as the trigger and set the "New Contact" action.
3. Finally, set the Microsoft Excel "Add Record" action as the operation and specify which fields should receive the information retrieved from Close.

※"Trigger": The action that initiates the flow. "Operation": The action that processes data within the flow after the trigger runs.

■Customizing this workflow

• When configuring the action to add a record in Microsoft Excel, enter the ID of the file, sheet name, and table range where you want to add the data. This ensures that the information is accurately recorded in the designated management sheet.

■Notes

・You must connect Close and Microsoft Excel to Yoom separately.

・Microsoft 365 (formerly Office 365) offers Home and Business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a Business plan.