How to Add Flowdacity Leads in Microsoft Excel Using Pabbly Connect

Learn how to seamlessly integrate Flowdacity leads into Microsoft Excel using Pabbly Connect in this step-by-step tutorial. 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

1. Accessing Pabbly Connect for Integration

To add Flowdacity leads in Microsoft Excel, the first step is to access Pabbly Connect. This platform allows users to automate workflows between different applications seamlessly. If you are a new user, you can sign up for free and get 100 tasks every month.

Once you log in, navigate to the applications page. Click on the ‘Access Now’ button next to Pabbly Connect to reach your dashboard. From there, you can start creating your workflow for integrating Flowdacity and Microsoft Excel.

2. Creating a New Workflow in Pabbly Connect

In the dashboard of Pabbly Connect, you will find a button labeled ‘Create Workflow’. Click on it to initiate the process of setting up your integration. A dialog box will appear for you to name your workflow; you might name it ‘ADD Flowdacity Leads in Microsoft Excel’.

• Select a folder to save your workflow, preferably one named ‘Flowdacity’.
• Click on the ‘Create’ button to finalize your workflow setup.

Now, you will see an interface with a trigger and action setup. The trigger will be Flowdacity, and the action will be Microsoft Excel. This setup allows Pabbly Connect to automate the data flow from Flowdacity to Excel.

3. Setting Up the Trigger for Flowdacity

To set up the trigger in Pabbly Connect, you need to search for Flowdacity in the trigger application section. Select the trigger event as ‘P Step Trigger’. This event will activate whenever a new lead is generated through Flowdacity.

Next, you will see a webhook URL provided by Pabbly Connect. This URL acts as a bridge between Flowdacity and Pabbly Connect. You will need to copy this URL to integrate with your Flowdacity account.

4. Configuring Flowdacity to Work with Pabbly Connect

Now, go to your Flowdacity account and navigate to the integrations section. Here, you will paste the webhook URL you copied from Pabbly Connect. This connection allows Flowdacity to send lead data to Pabbly Connect whenever a new lead is created.

After pasting the URL, click on the ‘Test the Request’ button in Flowdacity. If configured correctly, you should see a success message. This indicates that Flowdacity is now successfully connected to Pabbly Connect.

Next, you can publish your Flowdacity chatbot. This will allow the integration to capture new leads in real-time. Once published, go back to Pabbly Connect to capture the webhook response, confirming that the lead data has been received.

5. Adding Flowdacity Leads to Microsoft Excel

After the trigger is set up, the next step is to add the lead details into Microsoft Excel through Pabbly Connect. For this, you will need to establish a connection with Microsoft Excel. Click on the ‘Connect’ button and select ‘Connect with Microsoft Excel’.

• Authorize the connection by clicking on ‘Accept’ to allow secure access.
• Select the Excel workbook you want to use, ensuring it matches the one you created for Flowdacity leads.

Once the connection is established, you will map the lead data fields (name, mobile number, and email) from the Flowdacity response to the corresponding columns in your Excel sheet. After mapping, click on ‘Save and Send Test Request’. If successful, the lead details will appear in a new row in your specified Excel sheet, confirming that the integration works flawlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to add Flowdacity leads into Microsoft Excel. By following the steps outlined, you can automate the process of capturing lead data efficiently. This integration not only saves time but also ensures that your leads are organized and easily accessible in Excel.