Automate Microsoft Excel with Pabbly Connect and Contact Form 7

Learn how to automate Microsoft Excel with Pabbly Connect and Contact Form 7 submissions. Step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect is a powerful integration platform that allows you to automate workflows between different applications. In this tutorial, we will focus on how to use Pabbly Connect to integrate Contact Form 7 with Microsoft Excel. This integration enables automatic data transfer from form submissions to your Excel sheets, saving you time and effort.

To get started, ensure that you have a Pabbly Connect account. If you don’t have one, you can create a free account in just a few minutes. Once logged in, you will access the dashboard where you can create workflows connecting various applications.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. You will need to provide a name for your workflow, such as ‘Add Contact Form 7 Submissions to Microsoft Excel Automatically.’ This name will help you identify the workflow later.

Once you’ve named your workflow, you will see two boxes labeled Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new form submission in Contact Form 7, and the action will be adding that data to Microsoft Excel.

3. Setting Up Contact Form 7 Integration with Pabbly Connect

In this step, we will set up the integration between Contact Form 7 and Pabbly Connect. First, select ‘Contact Form 7’ as your trigger application and choose the trigger event as ‘New Form Submission.’ After selecting this, you will receive a webhook URL from Pabbly Connect.

Now, go to your WordPress dashboard and navigate to the Contact Form 7 plugin. Edit the form you want to connect, and look for the ‘Webhook’ option. You need to paste the webhook URL you copied from Pabbly Connect into this field. Don’t forget to check the box to enable sending to the webhook. Save the form to establish the connection.

4. Mapping Data to Microsoft Excel

After setting up the webhook, it’s time to map the data to Microsoft Excel using Pabbly Connect. Select Microsoft Excel as your action application and choose the action event ‘Add Row to Worksheet.’ You will need to connect your Excel account to Pabbly Connect by granting the necessary permissions.

Once connected, select the specific workbook where you want to store the form submissions. The columns from your Excel sheet will automatically appear in Pabbly Connect. You can now map the fields from the form submission to the corresponding columns in Excel. This mapping tells Pabbly Connect how to transfer the data accurately.

• Select the correct workbook and worksheet.
• Map each form field to the corresponding Excel column.
• Ensure all necessary fields are mapped correctly.

Finally, save the mapping and test the workflow by submitting a dummy form. Check your Excel sheet to confirm that the data appears as expected. This step ensures that your integration is functioning correctly.

5. Testing the Integration with Pabbly Connect

To ensure everything is working smoothly, it’s crucial to test the integration between Contact Form 7 and Microsoft Excel through Pabbly Connect. Submit a test entry through your form and monitor the response in Pabbly Connect’s dashboard. You should see the data being captured in real-time.

If the test submission is successful, check your Microsoft Excel sheet for the newly added row containing the form submission data. This confirms that the integration is functioning as intended, automating the process of data entry from your forms directly into Excel.

Once confirmed, you can relax knowing that every form submission will automatically update your Excel sheet without any manual intervention. This automation significantly enhances productivity and data management.

Conclusion

By using Pabbly Connect, you can seamlessly integrate Contact Form 7 with Microsoft Excel, automating the data transfer process. This tutorial covered the essential steps to set up this integration, allowing you to manage your form submissions efficiently.