Add contacts matching specific conditions in Close to Microsoft Excel

■Overview

Do you find it time-consuming to manually transfer customer information managed in the CRM tool Close to Microsoft Excel? This task is not only time-consuming but can also lead to data entry errors and missed updates. With this workflow, whenever a new contact is added to Close under specific conditions, the information is automatically added to Microsoft Excel. This streamlines data sharing between Close and Excel while reducing manual effort and errors.

■Who This Template Is For

• Anyone who manually transfers and updates customer information from Close to Microsoft Excel
• Anyone who wants to automate the integration between Close and Excel and reduce the time spent on data entry
• Anyone who wants to eliminate data entry errors and missed updates caused by manual work

■Benefits of This Template

• Information is automatically added to Microsoft Excel when a contact is added to Close, reducing the time previously spent on manual data entry
• Eliminating manual data transfers between Close and Excel helps prevent human errors such as incorrect or missing entries

■Workflow

1. First, connect Close and Microsoft Excel to Yoom
2. Next, select Close as the trigger and set the action to “When a new contact is created”
3. Then, set up a branching function in an operation so that the workflow proceeds only when specific conditions are met
4. Finally, set the Microsoft Excel “Add a record” action in an operation to add the information to the specified file

※“Trigger”: An action that starts the workflow; “Operation”: An action that performs processing within the workflow after the trigger starts

■Customization Options

• In the branching function, specify the conditions that contacts must meet for their information to be added to Microsoft Excel
• In the Microsoft Excel “Add a record” action, specify which information retrieved from Close should be added to which columns

■Notes‍

• Connect both Close and Microsoft Excel to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and general business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow operation will result in an error.
• Paid plans such as the Mini plan include a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.