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
- First, connect Brevo and Microsoft Excel to Yoom.
- Next, select Brevo as the trigger and set the “When a new contact is created” action to automatically retrieve new contact information.
- 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
■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 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.
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Flowbot triggers
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