Integrating Pabbly with Microsoft Excel using Pabbly Connect

Learn how to integrate Pabbly with Microsoft Excel using Pabbly Connect to automate lead management efficiently. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Pabbly with Microsoft Excel, first access Pabbly Connect. You can sign in to your existing account or create a new one for free, allowing you to use 100 tasks monthly.

After logging in, you will see the dashboard where you can select the Pabbly Connect application by clicking on ‘Access Now.’ This will direct you to the workspace where you can initiate your workflow.

2. Creating a Workflow in Pabbly Connect

Next, create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner. A dialog box will appear prompting you to name your workflow and select a folder.

• Name your workflow as ‘Add Web Design and Development Solutions for IndiaMart Inquiries to MS Excel’.
• Select the folder where you want to save this workflow, for example, ‘IndiaMart Automations’.

After naming and selecting the folder, click on the ‘Create’ button. You will then see two sections: Trigger and Action. The Trigger will capture the event that starts the automation, while the Action will define what happens next.

3. Setting Up the Trigger in Pabbly Connect

Now, set up the Trigger in Pabbly Connect. Choose ‘IndiaMart’ as the trigger application and select ‘New Leads’ as the event. This means every time a new inquiry is generated on IndiaMart, it will trigger the automation.

Pabbly Connect will provide you with a webhook URL. Copy this URL and log into your IndiaMart account. Navigate to the Lead Manager section and select ‘Push API’ to set up the webhook.

• Select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the platform name.
• Paste the webhook URL you copied earlier.

After saving the details, generate an OTP to complete the connection. Once the webhook is successfully added, return to your Pabbly Connect workflow to check if it is waiting for a response.

4. Testing the Integration with a Test Lead

To ensure everything is set up correctly, generate a test lead on IndiaMart. Log into your IndiaMart user account and submit an inquiry to check if Pabbly Connect captures the lead details.

Once you’ve submitted the inquiry, return to your workflow in Pabbly Connect and see if the information from the test lead appears. You should see details like the client’s name, contact information, and inquiry message.

Confirm that you received the unique query ID and other relevant details. This indicates that the connection between IndiaMart and Pabbly Connect is successful.

If the test lead details are captured correctly, you have successfully set up the trigger for your workflow.

5. Adding Action to Microsoft Excel in Pabbly Connect

The next step is to set up the action in Pabbly Connect. Choose ‘Microsoft Excel’ as the action application and select ‘Add Row to Worksheet’ as the action event. This will allow you to add new lead details into your Excel worksheet.

Click on the connect button to authorize Pabbly Connect access to your Microsoft Excel account. After granting permission, select the workbook you created named ‘IndiaMart Lead Details’ and the worksheet where you want to insert the lead data.

Map the fields from the previous step to the corresponding columns in your Excel worksheet. Ensure all necessary fields like query ID, name, email, and message are correctly mapped.

After mapping all required fields, click on ‘Save and Send Test Request’. Check your Microsoft Excel worksheet to confirm if the lead details have been added successfully.

Conclusion

In this tutorial, we explored how to integrate Pabbly with Microsoft Excel using Pabbly Connect. By automating the lead management process, you can save time and reduce errors, allowing you to focus on growing your business efficiently.