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Add contact information registered in Brevo to Microsoft Excel

Add contact information registered in Brevo to Microsoft Excel

Launch this workflow to connect Brevo & Microsoft Excel !
■Overview
Do you find it time-consuming to manually transfer contact information managed in Brevo to Microsoft Excel? Since this task occurs regularly, it is prone to omissions and errors and can also take time away from other work. With this workflow, whenever a new contact is added to Brevo, the information is automatically added to a specified Microsoft Excel file, helping you streamline contact management.

■Who should use this template
  • Marketing and sales professionals who manage customer information using both Brevo and Microsoft Excel
  • Anyone who manually creates contact lists and wants to reduce data entry effort and errors
  • Anyone who wants to automate the initial steps of data analysis and report creation using information from Brevo

■Benefits of using this template
  • When a contact is added to Brevo, the data is automatically synced to Microsoft Excel, reducing the time previously spent on manual work.
  • Because manual data entry is no longer required, you can prevent human errors such as incorrect entries and omissions.

■Flow bot workflow
  1. First, connect Brevo and Microsoft Excel to Yoom.
  2. Next, select Brevo as the trigger and set the “When a new contact is created” action to automatically retrieve new contact information.
  3. Finally, select Microsoft Excel as the operation and set the “Add a record” action to add the retrieved contact information as a row in the specified file.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options
  • For the Microsoft Excel “Add a record” action, choose which file and sheet to add the data to.
  • You can flexibly customize which information retrieved from Brevo, such as names and email addresses, is assigned to each Microsoft Excel column, or enter fixed text instead.

■Notes
  • Connect both Brevo and Microsoft Excel to Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Please note that the shortest available trigger interval varies by plan.
  • Microsoft365 (formerly Office365) offers personal and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
  • For information about configuring operations that manage Microsoft Excel databases, see [Excel] Configuring operations that manage databases. 
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About the Apps
Brevo
Templates using
Brevo

Detect clicks on transactional emails sent via Brevo and automatically notify Slack through Yoom. Save time on manual checks and never miss a click.

Automatically sync contacts added in Brevo to your Mailchimp audience with Yoom. Eliminate duplicate data entry and missed updates, streamline list management, and stay focused on your email campaigns.

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Microsoft Excel
Templates using
Microsoft Excel

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This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
About the apps you use
Brevo
Yoom integrates with Brevo's API without code, automating various tasks using Brevo. For example, it can add user information submitted through Google Forms or Typeform to Brevo contacts, and notify chat tools like Slack or Teams when emails sent via Brevo are opened or clicked.
see details
Templates

Detect clicks on transactional emails sent via Brevo and automatically notify Slack through Yoom. Save time on manual checks and never miss a click.

Automatically sync contacts added in Brevo to your Mailchimp audience with Yoom. Eliminate duplicate data entry and missed updates, streamline list management, and stay focused on your email campaigns.

Automatically create a customer in Stripe whenever a new contact is added in Brevo. Reduce manual data entry and errors while keeping your marketing and payment data seamlessly connected.
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

A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.

The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.

This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Templates
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Related apps
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No-Code API Actions
Executable API actions
Flowbot triggers
    When a Marketing Email Delivery Is Stopped (Webhook)
    When a Transactional Email Is Delivered (Webhook)
    When a Marketing Email Link Is Clicked (Webhook)
    When a Transactional Email Is Opened (Webhook)
    When a Marketing Email Is Delivered (Webhook)
    When a Marketing Email Is Opened (Webhook)
    When a New Contact Is Created
    When a Transactional Email Is Clicked (Webhook)
Flowbot operations
    Send Transactional Email
    Create Contact
    Update Contact
    Get Contact
    Get Email Campaign Report
    Send Campaign Report
    Create SMS Campaign
    Send SMS Campaign Now
    Create and Send WhatsApp Campaign
    Add Existing Contacts to a List
    Get Worksheet Information
    Get a Specific Cell Value
    Get Range by Column
    Get Range by Row
    Add Worksheet
    Rename Sheet
    Get Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a Specified Range in Ascending or Descending Order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List Sites
    List Drives in Site
    Get Worksheet Information (SharePoint)
    Get the Value of a Specific Cell (SharePoint)
    Get Range by Column (SharePoint)
    Get Range by Row (SharePoint)
    Add Worksheet (SharePoint)
    Rename Worksheet (SharePoint)
    Get Table List (SharePoint)
    Add Table (SharePoint)
    Set Formula in Cell (SharePoint)
    Set Value in Cell (SharePoint)
    Delete Sheet (SharePoint)
    Sort a Specified Range in Ascending or Descending Order (SharePoint)
    Unprotect Worksheet (SharePoint)
    Create Excel Session (SharePoint)
    Get Item ID (SharePoint)
Flowbot triggers
    When a Marketing Email Delivery Is Stopped (Webhook)
    When a Transactional Email Is Delivered (Webhook)
    When a Marketing Email Link Is Clicked (Webhook)
    When a Transactional Email Is Opened (Webhook)
    When a Marketing Email Is Delivered (Webhook)
    When a Marketing Email Is Opened (Webhook)
    When a New Contact Is Created
    When a Transactional Email Is Clicked (Webhook)
Flowbot operations
    Send Transactional Email
    Create Contact
    Update Contact
    Get Contact
    Get Email Campaign Report
    Send Campaign Report
    Create SMS Campaign
    Send SMS Campaign Now
    Create and Send WhatsApp Campaign
    Add Existing Contacts to a List
Flowbot triggers
    There is no action.
Flowbot operations
    Get Worksheet Information
    Get a Specific Cell Value
    Get Range by Column
    Get Range by Row
    Add Worksheet
    Rename Sheet
    Get Table List
    Add Table
    Enter Formula in Cell
    Enter Value in Cell
    Get Item ID
    Delete Sheet
    Sort a Specified Range in Ascending or Descending Order
    Unprotect Worksheet
    Get Drive Item ID from Sharing URL
    Create Excel Session
    List Sites
    List Drives in Site
    Get Worksheet Information (SharePoint)
    Get the Value of a Specific Cell (SharePoint)
    Get Range by Column (SharePoint)
    Get Range by Row (SharePoint)
    Add Worksheet (SharePoint)
    Rename Worksheet (SharePoint)
    Get Table List (SharePoint)
    Add Table (SharePoint)
    Set Formula in Cell (SharePoint)
    Set Value in Cell (SharePoint)
    Delete Sheet (SharePoint)
    Sort a Specified Range in Ascending or Descending Order (SharePoint)
    Unprotect Worksheet (SharePoint)
    Create Excel Session (SharePoint)
    Get Item ID (SharePoint)
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