Automate Lex Office Contacts with Pabbly Connect and Microsoft Excel

Learn how to automate the creation of Lex Office contacts from Microsoft Excel using Pabbly Connect. Step-by-step guide with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of Lex Office contacts from Microsoft Excel, you need to access Pabbly Connect. First, create a free account if you haven’t already. This allows you to utilize the integration features without any costs initially.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. This action is essential as it sets up the integration process between Microsoft Excel and Lex Office using Pabbly Connect.

2. Setting Up Your Workflow in Pabbly Connect

In this step, you will need to name your workflow for easy identification. For instance, you can name it ‘Create Lex Office Contact from Microsoft Excel Automatically’. After naming it, click the ‘Create’ button to proceed.

• Select the trigger application as Microsoft Excel.
• Choose the event as ‘New Row Added in Worksheet’.
• Connect your Microsoft Excel account to Pabbly Connect.

After setting the trigger, you will see that Pabbly Connect allows you to select the specific workbook from your Excel account. Choose the workbook that contains your customer data, which is crucial for the next steps.

3. Mapping Data to Lex Office

Once your Excel data is connected, you will need to map the fields required for creating a contact in Lex Office. Pabbly Connect makes this process seamless by allowing you to select data directly from your Excel sheet.

• Map the first name, last name, email address, phone number, and other necessary fields.
• Ensure all data is correctly mapped to avoid errors during contact creation.

This mapping feature is particularly useful as it avoids manual data entry, ensuring that every new contact added in Excel is automatically reflected in Lex Office through Pabbly Connect.

4. Creating the Contact in Lex Office

With the data mapped, the next step is to set up the action in Pabbly Connect. Select Lex Office as your action application and choose the event ‘Create Contact’. This action will create a new contact based on the data received from Excel.

To connect your Lex Office account, you will need an API token. Retrieve this token from your Lex Office account and paste it into Pabbly Connect. Once connected, Pabbly Connect will handle the data transfer automatically.

5. Testing and Activating the Integration

After setting everything up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test contact to Lex Office, confirming that the integration works correctly.

Once the test is successful, activate your workflow. This means every time a new row is added in your Excel sheet, Pabbly Connect will automatically create a corresponding contact in Lex Office without any manual intervention.

Conclusion

Using Pabbly Connect to automate the creation of Lex Office contacts from Microsoft Excel streamlines your workflow. This integration saves time and reduces errors, allowing for efficient management of customer data.