How to Create Brevo Contact from Microsoft Excel Using Pabbly Connect

Learn how to integrate Microsoft Excel with Brevo to create contacts automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Brevo contacts from Microsoft Excel, start by accessing Pabbly Connect. Sign in to your Pabbly Connect account, or if you are a new user, click on the ‘Sign Up for Free’ button to create an account. You will receive 100 free tasks upon registration.

Once logged in, navigate to the Pabbly Connect dashboard by clicking on ‘Access Now.’ From here, you can create a new workflow by selecting the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Brevo Contact from Microsoft Excel,’ and click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Select ‘Microsoft Excel’ as your trigger application. The trigger event will be ‘Add New Row in Worksheet,’ which will initiate the automation whenever a new row is added to your Excel sheet.

• Select ‘Microsoft Excel’ as the trigger application.
• Choose the trigger event as ‘Add New Row in Worksheet.’
• Click on ‘Connect’ to establish a connection between Microsoft Excel and Pabbly Connect.

After connecting, select your workbook from the drop-down menu. For example, if your workbook is named ‘Book10,’ choose that from the list. The worksheet will be automatically selected, typically as ‘Sheet1’ if it is the only sheet available.

3. Capturing Data from Microsoft Excel

Once the connection is established, you will need to capture data from Microsoft Excel. Click on the ‘Save and Send Test Request’ button, which will fetch the latest data from your Excel sheet. This data will include the details of the last row added.

For instance, if the last row contains a first name, last name, and email ID, these will be displayed in the response received from Pabbly Connect. This confirms that the trigger is functioning correctly and will capture new data every 8 hours.

• The trigger checks for new data every 8 hours.
• Ensure that you have the correct data in the last row of your Excel sheet.
• The response will show the captured data from Excel.

This step ensures that every new lead added to your Microsoft Excel sheet will be captured automatically by Pabbly Connect.

4. Creating a Brevo Contact from Excel Data

Now, you will set up the action application to create a Brevo contact. Search for ‘Brevo’ in the action application section of Pabbly Connect and select it. The action event will be ‘Create or Update Contact,’ which allows you to add new contacts based on the data fetched from Excel.

To establish a connection with Brevo, click on ‘Connect’ and enter your domain name and API key. You can find your domain name in your Brevo account settings. For the API key, navigate to Brevo’s SMTP and API section, generate a new API key, and copy it to Pabbly Connect.

Enter your Brevo domain name in the connection settings. Generate and paste your API key from Brevo into Pabbly Connect. Ensure the connection is successfully established.

After connecting, map the fields from the response you received from Microsoft Excel to the corresponding fields in Brevo, such as first name, last name, and email. This mapping ensures that the correct data is transferred whenever new leads are added to your Excel sheet.

5. Testing and Verifying the Integration

Finally, you will test the integration to ensure that contacts are created successfully in Brevo. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send the mapped data to Brevo and create a new contact.

Once the test request is successful, you can verify by checking your Brevo account. Navigate to the contacts list, and you should see the newly created contact with the details you mapped from Microsoft Excel. This confirms that the integration is working as intended.

Now, every time a new row is added to your Microsoft Excel sheet, Pabbly Connect will automatically create a corresponding contact in Brevo, streamlining your lead management process.

Conclusion

Using Pabbly Connect to integrate Microsoft Excel with Brevo allows for seamless contact creation. This automation saves time and ensures that your lead data is always up-to-date in Brevo. Follow these steps to enhance your workflow efficiency.