Automate Spreadsheet Applications with Pabbly Connect: A Step-by-Step Guide

Learn how to automate spreadsheet applications using Pabbly Connect. This detailed tutorial covers integration with Google Sheets, Mailchimp, and more. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Spreadsheet Automation

Pabbly Connect is a powerful integration platform that allows you to automate spreadsheet applications seamlessly. By utilizing Pabbly Connect, you can connect various applications like Google Sheets and Excel to streamline your workflow.

This tutorial will guide you through the steps to automate your spreadsheets using Pabbly Connect. We will explore how to send data from your spreadsheet to other applications and vice versa.

2. Available Spreadsheet Applications in Pabbly Connect

Pabbly Connect supports multiple spreadsheet applications, including Google Sheets and Microsoft Excel. Additionally, you can connect with editable spreadsheets like Grist and Zoho Sheets.

• Google Sheets
• Microsoft Excel
• Grist
• Zoho Sheets

Using Pabbly Connect, you can automate tasks such as sending data from your spreadsheet to various applications like Mailchimp, HubSpot, and ActiveCampaign.

3. First Use Case: Sending Spreadsheet Data to Other Applications

The first use case involves sending data from your spreadsheet to another application using Pabbly Connect. For example, you can send data from Google Sheets to Mailchimp.

To set this up, first, connect your Google Sheets to Pabbly Connect. Once connected, select the action event, such as ‘Add New Member with Custom Field’ in Mailchimp. This allows you to send the spreadsheet data directly to your Mailchimp account.

4. Setting Up Mailchimp Integration in Pabbly Connect

To integrate Mailchimp with Pabbly Connect, you will need to create a new connection. This involves providing your Mailchimp API key and data center.

Here’s how to do it:

• Log into your Mailchimp account and navigate to the API keys section.
• Create a new API key and copy it.
• Paste the API key and data center into Pabbly Connect.

After saving the connection, you can map the fields from your spreadsheet to Mailchimp, such as email address, name, and phone number, to automatically add new members to your list.

5. Second Use Case: Adding Data from Applications to Spreadsheets

The second use case focuses on how to add data from other applications into your spreadsheet using Pabbly Connect. For example, you can capture data from Jotform and add it to Google Sheets.

To set this up, first connect Jotform to Pabbly Connect and capture the form response data. Then, choose your target spreadsheet application, like Google Sheets, and set the action event to ‘Create Record’. This allows you to send the captured data into your spreadsheet.

After mapping the fields, such as first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This will add the new data into your selected spreadsheet, automating the data entry process effectively.

Conclusion

In conclusion, using Pabbly Connect to automate spreadsheet applications can significantly enhance your workflow. By integrating various applications like Google Sheets and Mailchimp, you can streamline data management and improve efficiency.