How to Add Flowdacity Leads in Microsoft Excel Using Pabbly Connect

Learn how to integrate Flowdacity leads into Microsoft Excel using Pabbly Connect. Follow this detailed tutorial for step-by-step instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start integrating Flowdacity leads into Microsoft Excel, you need to access Pabbly Connect. This powerful integration tool allows you to automate tasks between different applications seamlessly. Begin by signing in to your existing account or creating a new one to utilize the free monthly tasks offered by Pabbly Connect.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button located in the top-right corner. Name your workflow, such as ‘ADD Flowdacity Leads in Microsoft Excel,’ and choose an appropriate folder for organization. Click ‘Create’ to proceed to the next step.

2. Configuring Trigger and Action in Pabbly Connect

In this section, you will configure the trigger and action settings within Pabbly Connect. The trigger will be set to Flowdacity, while the action will be Microsoft Excel. Start by selecting the trigger application, Flowdacity, and choose the trigger event as ‘P Step Trigger’. This event activates whenever a new lead is generated.

• Select Flowdacity as the trigger application.
• Choose the trigger event: P Step Trigger.
• Set Microsoft Excel as the action application.
• Select the action event: Add Row to Worksheet.

After configuring these settings, you will see a Webhook URL provided by Pabbly Connect. This URL will serve as the connection point between Flowdacity and Pabbly Connect. Copy this URL for the next steps.

3. Connecting Flowdacity to Pabbly Connect

Now, you need to connect Flowdacity with Pabbly Connect. Open your Flowdacity account and navigate to the integrations section. Here, paste the copied Webhook URL from Pabbly Connect into the designated field. This step establishes a connection between the two applications.

Once you have pasted the URL, test the connection by sending a test request. If successful, you will see a confirmation message indicating that the test was configured correctly. This means that Pabbly Connect is now ready to receive data from Flowdacity.

4. Adding Leads to Microsoft Excel

With the connection established, the next step is to add lead details to Microsoft Excel using Pabbly Connect. You will need to create a new connection to Microsoft Excel by clicking on the connect button. Once prompted, authorize the connection by accepting the secure access.

• Click on ‘Connect with Microsoft Excel’.
• Authorize the connection by clicking ‘Accept’.
• Select the target spreadsheet where leads will be added.

After successfully connecting, choose the appropriate spreadsheet and sheet where the lead details will be stored. Map the fields for name, mobile, and email to ensure that the data is correctly populated in your Excel sheet. Finally, save your settings and send a test request to verify that the integration is functioning as intended.

5. Verifying the Integration Process

After completing the setup, it is crucial to verify that the integration between Flowdacity and Microsoft Excel via Pabbly Connect is working correctly. To do this, create a test lead in Flowdacity and ensure that it is captured in your Excel spreadsheet.

Upon creating a lead, check your Microsoft Excel sheet to see if the lead details have been successfully added. If the information appears as expected, the integration is confirmed to be operational. This means that any future leads generated through Flowdacity will automatically populate in your Microsoft Excel spreadsheet without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Flowdacity leads into Microsoft Excel. By following each step, you can automate the process of adding leads, ensuring efficiency and accuracy in your workflow. Start leveraging Pabbly Connect today for seamless integrations.