Learn how to integrate Fillout forms with Microsoft Excel automatically using Pabbly Connect. Follow our step-by-step guide for seamless data management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Automate Microsoft Excel
To automate the process of adding Fillout form responses in Microsoft Excel, first, you need to access Pabbly Connect. Go to the Pabbly Connect homepage and sign up for a free account if you are a new user or log in if you already have an account.
Once logged in, you will see the Pabbly dashboard where you can access all applications. From here, you can easily navigate to create a new workflow that integrates Fillout forms with Microsoft Excel.
2. Creating a Workflow in Pabbly Connect
To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to name your workflow; enter a descriptive name like ‘Fillout Form Responses in Microsoft Excel’. This will help you identify the workflow later.
- Click on ‘Create’ to initiate the workflow.
- Select the trigger application as Fillout.
- Choose the trigger event as ‘New Submission’.
After setting up the trigger, you will be given a webhook URL. This URL needs to be added to your Fillout form settings to capture responses automatically.
3. Configuring Your Fillout Form with Pabbly Connect
Next, you need to configure your Fillout form to send data to Pabbly Connect. Log in to your Fillout account and navigate to the form you want to integrate. In the form settings, locate the webhook option and paste the webhook URL provided by Pabbly Connect.
- Test the webhook connection to ensure it captures data correctly.
- Save the changes in your Fillout form.
Once the webhook is set up, any new submission from your Fillout form will trigger the Pabbly Connect workflow, allowing you to automate the addition of responses into Microsoft Excel.
4. Mapping Data to Microsoft Excel in Pabbly Connect
With the webhook configured, the next step is to map the data to Microsoft Excel using Pabbly Connect. In your workflow, after the trigger step, add an action step and select Microsoft Excel as the application.
You will then select the action event as ‘Add Row’. This allows you to send the captured data from the Fillout form directly into a specific Excel sheet. Choose the workbook and worksheet you want to use for the data.
5. Testing Your Integration with Pabbly Connect
After mapping the data, it’s essential to test your integration to ensure everything works as expected. In Pabbly Connect, click on the ‘Test’ button to send a sample response from your Fillout form to Microsoft Excel.
Check your Excel sheet to confirm that the new data has been added successfully. This step verifies that your automation is functioning correctly. If everything looks good, you can finalize your workflow and start using it for real submissions.
Conclusion
Using Pabbly Connect, you can seamlessly automate the addition of Fillout form responses into Microsoft Excel. This integration streamlines your data management process, saving time and reducing errors.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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