How to Integrate Elementor Forms with MS Excel Using Pabbly Connect

Learn how to automate the process of adding Elementor form responses to MS Excel using Pabbly Connect in this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start the process of adding Elementor form responses to MS Excel, you first need to access Pabbly Connect. This platform serves as an automation solution that allows you to integrate various applications seamlessly.

Begin by signing up for a free account on the Pabbly Connect website. Once registered, log in and navigate to the dashboard. Click on the ‘Create Workflow’ button to start a new integration. Name your workflow, for instance, ‘Elementor Forms to MS Excel,’ and click ‘Create’ to set up your automation.

2. Trigger Setup for Elementor Forms

In this step, you will establish the trigger event in Pabbly Connect that starts the workflow. Select the Elementor form plugin as your trigger application and choose the event ‘New Form Submission’. This action will initiate the workflow when a new submission is made. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be needed to connect your Elementor form to Pabbly Connect. Now, open your Elementor form in WordPress, edit it with Elementor, and find the content section on the left panel. Scroll to the ‘Actions After Submit’ option and add ‘Webhooks’. Paste the copied webhook URL into the appropriate field.

• Open your Elementor form in WordPress.
• Edit with Elementor and navigate to the content section.
• Under ‘Actions After Submit’, add ‘Webhooks’ and paste the URL.

After updating your form, you can perform a test submission to ensure that the webhook is correctly capturing the data. This setup is crucial for the automation to work effectively.

3. Setting Up the Action to Add Data to MS Excel

Once the trigger is configured, the next step is to set up the action that will send the form responses to your MS Excel spreadsheet. In Pabbly Connect, search for Microsoft Excel and select the action event ‘Add Row to Worksheet’. This action will input the data received from Elementor into your Excel file. using Pabbly Connect

Click on ‘Connect’ to establish a connection between Pabbly Connect and Microsoft Excel. If prompted, log in to your Microsoft account and allow the required permissions. Select the workbook that you previously created for form submissions and choose the appropriate worksheet where the data will be stored.

• Select ‘Add Row to Worksheet’ as the action event.
• Log in to your Microsoft account to allow access.
• Choose the workbook and worksheet for data entry.

After connecting, you will see the fields from your Excel sheet. You need to map the data fields from the Elementor form submissions to the corresponding columns in Excel, such as Name, Email, Phone Number, and Message.

4. Testing the Integration and Verifying Data

With the action setup complete, it’s time to test the integration. Go back to your Pabbly Connect workflow and click on ‘Save and Send Test Request’. This will send a test submission from your Elementor form to the MS Excel spreadsheet. using Pabbly Connect

Check your Excel sheet to verify that the data has been successfully added. Refresh the spreadsheet to see if a new row has been created with the test data you submitted. This step confirms that your automation is functioning correctly.

Click ‘Save and Send Test Request’ in Pabbly Connect. Refresh your Excel spreadsheet to view the new data entry. Confirm that the data matches your test submission.

Once confirmed, your setup is complete. Now, every time a user submits the Elementor form, their responses will automatically populate your MS Excel spreadsheet without any manual effort.

5. Finalizing the Automation with Pabbly Connect

After successfully testing the integration, it’s essential to finalize your automation setup in Pabbly Connect. Ensure that all mappings are correct, and save your workflow. This automation will now run in real-time, capturing all form submissions directly into your Excel sheet. using Pabbly Connect

Remember, you only need to set up this automation once. From now on, every new submission made through your Elementor form will automatically update your MS Excel spreadsheet, saving you time and effort.

For additional support, you can reach out to the Pabbly Connect support team or access their forums for further assistance. This integration not only streamlines your workflow but also enhances your data management capabilities.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Elementor form responses to an MS Excel spreadsheet. By following these steps, you can efficiently manage and organize your data without manual input.