LIME Go integration with Microsoft Excel
How to Add newly-won deals in LIME Go to rows in Excel tables
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Add newly-won deals in LIME Go to rows in Excel tables" and then click on "Automate".
-
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 LIME Go integrations
LIME Go actions
Nekton can use any feature that is available in LIME Go API.
Using our advanced AI, you can easily create custom automations for LIME Go.
Here are some typical actions you can do in your automated workflows.
Update Organization
Updates an organization.
Set External Key on Organization
Set external key value on organization
Find a Deal by External Key
Search for a deal using an external key or intergration id.
Update Deal
Updates a deal.
Set External Key on Deal
Set external key value on deal
Create Signal
Creates a new signal.
About LIME Go
LIME Go is a smart CRM-system with all Nordic companies and decision makers already included and always kept up to date. LIME Go helps you find and win deals, from first contact to signed contract.