How to Add Unsubscribed Klenty Prospect in Microsoft Excel Using Pabbly Connect

Learn how to seamlessly add unsubscribed Klenty prospects to Microsoft Excel using Pabbly Connect. Follow our detailed guide for automation and integration steps. 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 Klenty and Excel Integration

To integrate Klenty and Microsoft Excel, we will use Pabbly Connect. First, access Pabbly Connect by searching for ‘Pabbly Connect’ in your browser. You will be directed to the Pabbly Connect landing page where you can either sign in or sign up for a new account.

If you are new, click on the ‘Sign up for free’ button. The signup process is quick and grants you 100 free tasks each month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to navigate to the dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear where you will name your workflow. For this integration, name it ‘Add Unsubscribed Klenty Prospect in Microsoft Excel’ and click ‘Create’. using Pabbly Connect

You will now see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result. Set up your trigger by selecting Klenty as your trigger application and choose ‘Prospect Unsubscribe’ as the trigger event.

3. Connecting Klenty with Pabbly Connect

To connect Klenty with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Klenty and Pabbly Connect. Copy the provided webhook URL from Pabbly Connect and navigate to your Klenty account. In Klenty, go to ‘Settings’ and find the ‘Integrations’ section.

Within the Integrations menu, select ‘Webhooks’ and click on ‘Add Webhook Event’. Choose ‘Prospect Unsubscribe’ as your event and paste the copied webhook URL into the designated field. Click ‘Add’ to finalize the connection. Now, Pabbly Connect is waiting for a webhook response from Klenty.

4. Testing the Integration with Unsubscribe Action

To test the integration, you need to unsubscribe a prospect in Klenty. Open your email client (Gmail) and find the email sent from Klenty. Click on the unsubscribe link and confirm your action. This will trigger the webhook, and you should see a response in Pabbly Connect indicating that the prospect has been unsubscribed. using Pabbly Connect

Once you receive the response, it will contain details such as the prospect’s name, email, city, and company. This information is essential for the next step where we will add these details to Microsoft Excel.

5. Adding Unsubscribed Prospect Details to Microsoft Excel

Now that we have the unsubscribed prospect’s details, the next action is to add this information to Microsoft Excel. In Pabbly Connect, click on the ‘Action’ tab and search for Microsoft Excel. Select it as your action application and choose ‘Add Row to Worksheet’ as your action event.

Connect Microsoft Excel with Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’. After accepting the permissions, select the workbook where you want to store the unsubscribed prospects. Map the fields from Klenty’s response to the respective columns in your Excel sheet. Finally, click ‘Save and Test’. This will confirm that the details have been successfully added to your Excel sheet.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add unsubscribed Klenty prospects to Microsoft Excel. By following these steps, you can streamline your prospect management and ensure that your records are always up-to-date.