How to Add BoloForms Form Responses in Microsoft Excel Using Pabbly Connect

Learn how to use Pabbly Connect to automatically add BoloForms form responses to Microsoft Excel. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start adding BoloForms form responses in Microsoft Excel, you need to access Pabbly Connect. This platform is essential for automating the process between BoloForms and Microsoft Excel. Simply search for Pabbly in your browser and navigate to the landing page.

Once on the landing page, you have two options: sign up for free or sign in if you are an existing user. New users can take advantage of 100 free tasks every month. After signing in, you will see the various applications offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to proceed with the integration.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it. For this tutorial, name it ‘How to Add BoloForms Responses in Microsoft Excel’ and choose the folder labeled ‘Automations’.

• Click on ‘Create’ to open the workflow window.
• This window will allow you to set up triggers and actions.

In this workflow, the trigger will be BoloForms, and the action will be Microsoft Excel. This setup means that whenever a new form is submitted in BoloForms, it will automatically trigger an action in Microsoft Excel.

3. Setting Up the BoloForms Trigger

To configure the trigger, search for BoloForms in the trigger application section and select it. For the trigger event, choose ‘New Form Response’. Click on ‘Connect’ to link your BoloForms account with Pabbly Connect.

If you haven’t previously connected BoloForms, you will need to add a new connection. This requires an API key. Log into your BoloForms account, navigate to Settings, then Integrations, and click on Setup to find your API key. Copy this key and paste it back into your Pabbly Connect workflow.

4. Testing the BoloForms Trigger

Once the API key is saved, you will need to select the form ID for the BoloForms you wish to connect. For this example, use the form labeled ‘Connect’. Click on ‘Save and Send Test Request’ to verify that the connection works. Pabbly Connect will wait for a response from BoloForms. using Pabbly Connect

To test, go back to your BoloForms account, open the form, and submit a test response. Fill in the required fields like email, first name, last name, and phone number. After submission, check your Pabbly Connect workflow to confirm that it has captured the response successfully.

5. Setting Up Microsoft Excel Action

Now that the trigger is set up, it’s time to configure the action in Microsoft Excel. Search for Microsoft Excel in the action application section and select it. For the action event, choose ‘Add Row to Worksheet’ and click on ‘Connect’.

Just like with BoloForms, you will need to connect your Microsoft Excel account to Pabbly Connect. Accept the permissions requested to complete the connection. Once connected, specify the workbook name and the worksheet name where the data will be added. Map the fields from the BoloForms response to the corresponding columns in Excel.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding BoloForms form responses into Microsoft Excel. By setting up triggers and actions, you can streamline your data management without any coding skills required. This integration not only saves time but also enhances productivity by ensuring your data is organized efficiently.