How to Add OptinMonster Lead in Microsoft Excel Using Pabbly Connect

Learn how to seamlessly integrate OptinMonster leads into Microsoft Excel using Pabbly Connect with this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To add OptinMonster leads into Microsoft Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website, where you can either sign in if you are an existing user or sign up for free if you are new.

Once logged in, you will see various Pabbly applications. Click on the option labeled ‘Access Now’ under Pabbly Connect to enter the dashboard. Here, you can create workflows that automate the integration between OptinMonster and Microsoft Excel.

2. Creating Your Workflow in Pabbly Connect

To set up the integration, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a name like ‘How to Add OptinMonster Lead in Microsoft Excel Sheets’ and select the folder for saving the workflow. using Pabbly Connect

• Name your workflow appropriately.
• Choose the correct folder for organization.

Once you have named your workflow, click on ‘Create’. This will take you to the workflow window where you will define the trigger and action for your integration.

3. Setting Up the Trigger: OptinMonster

In this step, you will set the trigger application to OptinMonster. Search for OptinMonster in the trigger application section and select it. For the trigger event, choose ‘New Lead’. This means that every time a new lead is captured in OptinMonster, it will trigger the workflow. using Pabbly Connect

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used to connect your OptinMonster account with Pabbly Connect.

4. Configuring OptinMonster with Pabbly Connect

Next, open your OptinMonster account and navigate to the form you want to integrate. In the form settings, find the ‘Integrations’ tab and click on ‘Add New Integration’. From the options, select ‘Webhook’ and then click on ‘Add New Webhook’.

• Name the webhook (e.g., ‘New Lead’).
• Paste the copied webhook URL from Pabbly Connect.

Click on ‘Connect to Webhook’ to finalize the integration. You should see a confirmation that the webhook has been successfully added, indicating that OptinMonster is now integrated with Pabbly Connect.

5. Setting Up the Action: Microsoft Excel

For the action step, select Microsoft Excel as the application. Search for Microsoft Excel and choose the action event as ‘Add Row to Worksheet’. Click on ‘Connect’ to establish a connection with your Excel account. using Pabbly Connect

If this is your first time connecting, you will need to authorize Pabbly Connect to access your Microsoft Excel account. Follow the prompts to grant permissions. Once connected, you will be asked to select the workbook and worksheet where you want the OptinMonster lead details to be added.

Map the fields from the OptinMonster lead details to the corresponding columns in your Excel sheet (e.g., full name, email, phone number). After mapping, click on ‘Save and Send Test Request’ to confirm that the data is being sent correctly to your Microsoft Excel sheet.

Conclusion

Integrating OptinMonster leads into Microsoft Excel using Pabbly Connect is a straightforward process. By following these steps, you can automate lead management efficiently, ensuring that all lead information is captured in Excel seamlessly. This integration helps streamline your workflow and enhances productivity.