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

Learn how to integrate Klenty with Microsoft Excel using Pabbly Connect to automatically add unsubscribed prospects. Follow our step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Klenty with Microsoft Excel, you need to access Pabbly Connect. Open a new tab in your browser and search for Pabbly Connect. Once you reach the landing page, you have the option to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign up for free’ button. This process takes only a couple of minutes and gives you access to 100 tasks free every month. If you already have an account, simply sign in to access the dashboard.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will see various applications. Click on the ‘Access Now’ button under Pabbly Connect to navigate to the dashboard. Here, you will create a new workflow by clicking on the ‘Create Workflow’ button.

• Name your workflow appropriately, such as ‘Add Unsubscribed Klenty Prospects in Microsoft Excel’.
• Click on ‘Create’ to proceed to the workflow setup.

This setup involves defining a trigger and an action. The trigger is the event that starts the workflow, while actions are the tasks that follow. You will set up your trigger first, which will be from Klenty.

3. Setting Up Trigger in Pabbly Connect

In your workflow, select Klenty as the trigger application. For the trigger event, choose ‘Prospect Unsubscribe’. This event will activate whenever a prospect unsubscribes from your communications.

Next, you need to connect Klenty with Pabbly Connect. You will be provided with a webhook URL. Copy this URL, as it will act as a bridge between Klenty and Pabbly Connect.

• Log into your Klenty account and navigate to Settings.
• In the Settings menu, find the Integrations section and select Webhooks.
• Click on ‘Add Webhook Event’, select ‘Prospect Unsubscribe’, and paste the copied webhook URL.

After adding the webhook, you will see a confirmation that Klenty is now connected to Pabbly Connect. The workflow is now waiting for a response from Klenty.

4. Adding Action to Pabbly Connect Workflow

With the trigger set, the next step is to define the action. In this case, you will select Microsoft Excel as the action application. The action event will be ‘Add Row to Worksheet’. This means that whenever a prospect unsubscribes, their details will automatically be added to your Excel sheet.

To connect Microsoft Excel with Pabbly Connect, click on ‘Connect’, then ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Microsoft Excel account.

Scroll down and click ‘Accept’ to allow access. Select the workbook you want to use for storing unsubscribed prospects.

Once connected, map the necessary fields from Klenty to your Excel sheet. This ensures that the prospect’s details are accurately recorded in the right columns.

5. Testing and Verifying the Integration

After setting up the action, it’s crucial to test the integration. Go back to Klenty and unsubscribe a prospect to trigger the workflow. When the prospect unsubscribes, Pabbly Connect should receive a response with the prospect’s details.

Check the response in Pabbly Connect to ensure all details are captured correctly, such as name, email, and city. Once confirmed, refresh your Microsoft Excel sheet to see if the new row with the unsubscribed prospect’s information has been added.

Repeat the process with another prospect to ensure everything works smoothly. This confirms that your automation is functioning correctly.

By following these steps, you can efficiently manage unsubscribed prospects using Klenty and Microsoft Excel with the help of Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Klenty with Microsoft Excel using Pabbly Connect. By setting up triggers and actions, you can automate the process of adding unsubscribed prospects to your Excel sheets, enhancing your workflow efficiency.

This integration not only saves time but also reduces the risk of human error, ensuring that your records remain up-to-date and compliant with email marketing regulations.