LocaliQ integration with Microsoft Excel
How to Create Microsoft Excel spreadsheet rows from new contact interactions in LocaliQ
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 "Create Microsoft Excel spreadsheet rows from new contact interactions in LocaliQ" 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 LocaliQ integrations
LocaliQ actions
Nekton can use any feature that is available in LocaliQ API.
Using our advanced AI, you can easily create custom automations for LocaliQ.
Here are some typical actions you can do in your automated workflows.
New Contacts
Triggers when a new contact is created.
New Contact Interaction
Triggers when a new contact interaction is generated.
About LocaliQ
Local IQ provides digital marketing solutions to help you grow your business.