How to Create Agiled Contact from Microsoft Excel Using Pabbly Connect

Learn how to automate the creation of Agiled contacts from Microsoft Excel using Pabbly Connect in this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Agiled and Excel Integration

To create Agiled contacts from Microsoft Excel, you need to start with Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have one, you can easily create a free account in just two minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Create Agiled Contact from Microsoft Excel’, and click on ‘Create’. This sets the stage for your automation process.

2. Configuring the Trigger Event with Microsoft Excel

In this step, you will configure the trigger event in Pabbly Connect. Select Microsoft Excel as your application and choose the trigger event labeled ‘New Row in Worksheet’. This means that every time a new row is added to your Excel sheet, it will trigger the workflow.

• Click on ‘Connect’ to establish a connection with Microsoft Excel.
• Choose ‘Add New Connection’ and provide access to your Excel account.
• Select the specific workbook that contains your leads and contacts.

After selecting the workbook, click on the button to fetch the most recent data from your Excel sheet. This confirms that your connection is successfully established and ready for data transfer.

3. Setting Up Action Event to Create Contacts in Agiled

Next, you will set up the action event in Pabbly Connect to create contacts in Agiled. Select Agiled as the application and choose the action event ‘Create a Contact’. This tells Pabbly Connect to take the data from Excel and create a new contact in Agiled.

Click on ‘Connect’ and then ‘Add New Connection’. You’ll need to enter your Agiled API key, which can be found in the API settings of your Agiled dashboard. Copy the API key and paste it into the required field in Pabbly Connect.

Once connected, you’ll be prompted to map the required fields for creating a contact, such as first name, last name, and email. Mapping allows Pabbly Connect to automatically fill in these fields with data fetched from Excel, ensuring that the right information is sent to Agiled.

4. Finalizing the Integration Process

After mapping the fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the data to Agiled and create a new contact based on the information pulled from your Excel sheet.

Once the request is processed, you will receive a positive response confirming that the contact has been created in Agiled. To verify, log into your Agiled account and navigate to the contacts section to see if the new contact appears with the correct details.

By following these steps, you have successfully automated the process of creating Agiled contacts from Microsoft Excel using Pabbly Connect, ensuring that your data flow remains seamless and efficient.

5. Benefits of Using Pabbly Connect for Automation

Utilizing Pabbly Connect for integrating Microsoft Excel and Agiled provides numerous advantages. Automation reduces manual data entry, minimizes errors, and saves time, allowing you to focus on more critical business tasks.

• Automates data transfer between Excel and Agiled.
• Enables real-time updates to your CRM system.
• Reduces the risk of human error in data handling.

With Pabbly Connect, you can easily manage your workflows and ensure that your contact information is always up to date without any manual intervention, enhancing your overall productivity.

Conclusion

In this tutorial, we explored how to create Agiled contacts from Microsoft Excel using Pabbly Connect. By automating this process, you can ensure seamless data transfer and enhance your CRM efficiency without manual effort. Start using Pabbly Connect today for all your integration needs!