Integrate Google Drive and Microsoft Excel with Pabbly Connect

Learn how to automate adding Google Drive file links to Microsoft Excel using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Google Drive with Microsoft Excel, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing in or creating an account.

Once logged in, navigate to the dashboard where you can create a new workflow. This is the first step towards automating the process of adding Google Drive file links to Microsoft Excel.

2. Create a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to link Google Drive and Microsoft Excel. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

When prompted, name your workflow, such as ‘Add Google Drive file links in Microsoft Excel’. Select the appropriate folder for your workflow to keep things organized. After naming your workflow, click on the ‘Create’ button to proceed.

3. Set Up Trigger for Google Drive

For our automation, we need to set up a trigger in Pabbly Connect. Select Google Drive as the trigger application and choose the event ‘New File in a Specific Folder’. This will ensure that every time a new file is uploaded, it triggers the workflow.

Next, click on ‘Connect’ to link your Google Drive account with Pabbly Connect. If you need to create a new connection, select ‘Add New Connection’ and sign in with your Google account. Allow access to complete the connection process.

• Select the specific folder in Google Drive where files will be uploaded.
• Upload a new file to test the trigger.
• Use the ‘Save and Send Test Request’ button to check if the trigger works correctly.

After successfully uploading a file, check the response in Pabbly Connect to ensure that the file link and details are captured properly.

4. Set Up Action for Microsoft Excel

Now, we will set up the action step in Pabbly Connect. Choose Microsoft Excel as your action application and select ‘Add Row to Worksheet’ as the action event. This allows you to automatically add the file details to your Excel sheet.

Connect your Microsoft Excel account by clicking on ‘Connect’ and following the prompts. Once connected, select the workbook and worksheet where you want the details to be added.

• Map the file name and file link to the respective columns in your Excel sheet.
• Click on ‘Save and Send Test Request’ to verify the action.
• Check your Excel sheet to see if the new row with file details has been added.

After verifying the action, your integration is now complete, allowing you to automate the process of adding Google Drive file links to Microsoft Excel.

5. Test Your Automation in Pabbly Connect

To ensure everything works smoothly, test your automation in Pabbly Connect. Upload another new file in your specified Google Drive folder and check the response in Microsoft Excel.

Remember that Google Drive is a polling-based application, so it may take some time for the new file to appear in Excel. Refresh your Excel sheet after a few moments to see the updated information.

Upon successful testing, you will see the new file name and link added to your Excel sheet, confirming that the integration is functioning as intended.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Google Drive with Microsoft Excel. By following these steps, you can automate the process of adding file links and details seamlessly.

With Pabbly Connect, managing your data between applications becomes easier and more efficient, enhancing your workflow significantly.