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

Learn how to integrate ConvertBox with Microsoft Excel using Pabbly Connect to automatically add form responses to your Excel sheets. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin integrating ConvertBox form responses with Microsoft Excel, start by accessing Pabbly Connect. Open your web browser and search for ‘Pabbly.com connect’ to reach the Pabbly Connect landing page.

Once on the landing page, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, choose ‘Sign Up for Free’ to get 100 tasks free every month. Existing users should click on ‘Sign In’ to proceed to their dashboard.

Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button. Here, you will need to name your workflow. For this integration, name it ‘How to Add ConvertBox Form Responses in Microsoft Excel.’ This name helps identify the purpose of the workflow. using Pabbly Connect

Once you click ‘Create,’ you will enter the workflow window, which is crucial for setting up your integration. In this window, you will set up a trigger and an action. The trigger will be set to ConvertBox, and the action will be set to Microsoft Excel, enabling the flow of data.

Setting Up the Trigger for ConvertBox

Now, you will select ConvertBox as the trigger application. Search for ‘ConvertBox’ and select it. For the trigger event, choose ‘New Lead Submission.’ This selection ensures that every time a new form response is submitted, it triggers the workflow. using Pabbly Connect

Pabbly Connect will then generate a webhook URL. Copy this URL, as you will need it for the next steps in your ConvertBox account. This URL serves as a connection point between ConvertBox and Pabbly Connect.

Configuring ConvertBox with Pabbly Connect

Log in to your ConvertBox account and locate the form you want to integrate. Click on ‘Edit’ for that form, then navigate to ‘Form Settings.’ Here, go to ‘Integrations’ and select ‘Add Integrations.’ using Pabbly Connect

• Choose ‘Webhooks’ as the integration type.
• Paste the webhook URL copied from Pabbly Connect.
• Click ‘Add Integration’ to finalize this step.

After adding the integration, click ‘Save’ and proceed through the next prompts until you reach the dashboard. Your ConvertBox form is now successfully integrated with Pabbly Connect, and the system will wait for a webhook response.

Finalizing Integration with Microsoft Excel

Now that your ConvertBox is set up, it’s time to configure Microsoft Excel as the action application in Pabbly Connect. Search for ‘Microsoft Excel’ and select it. For the action event, choose ‘Add Row to Worksheet.’ This setup ensures that each new form submission will automatically add a new row in your Excel sheet. using Pabbly Connect

Click on ‘Connect’ and choose to create a new connection. Accept the permissions requested by Pabbly Connect to access your Excel files securely. Once connected, you will need to specify the workbook and worksheet names where the data will be added.

• Enter the workbook name (e.g., ‘Convert Box’).
• Select the worksheet (e.g., ‘Sheet1’).
• Map the fields from ConvertBox to Excel (e.g., Name, Email, Address).

After mapping the fields, click ‘Save and Send Test Request.’ This action will test the integration by sending a sample submission to your Excel sheet. If successful, you will see the new data reflected in your Excel file.

Conclusion

In summary, using Pabbly Connect allows seamless integration between ConvertBox and Microsoft Excel. By following the outlined steps, you can automate the process of adding form submissions directly to your Excel sheets, enhancing efficiency and productivity.