Anthill integration with Microsoft Excel
How to Add rows in Excel with new or updated enquiries in Anthill
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add rows in Excel with new or updated enquiries in Anthill" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Anthill integrations
Anthill actions
Nekton can use any feature that is available in Anthill API.
Using our advanced AI, you can easily create custom automations for Anthill.
Here are some typical actions you can do in your automated workflows.
Upload Document
Uploads a document to Anthill
New or Updated Account
Triggers when an account is added or updated.
New or Updated Lead
Triggers when a lead is added or updated.
New or Updated Enquiry
Triggers when an enquiry is added or updated.
New or Updated Sale
Triggers when a sale is added or updated.
About Anthill
Anthill is an operational CRM platform.