Integrate Systeme.io Contacts with Microsoft Excel Using Pabbly Connect

Learn how to integrate Systeme.io subscribed contacts with Microsoft Excel using Pabbly Connect. Follow this step-by-step guide for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Systeme.io subscribed contacts into Microsoft Excel, start by accessing Pabbly Connect. This integration platform allows you to automate tasks between different applications seamlessly. Open your web browser and navigate to the Pabbly Connect website.

If you don’t have an account, you can sign up for free. It takes only a few minutes to create an account, and you will have access to hundreds of free tasks each month. Once logged in, you will be taken to the Pabbly Connect dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the blue button labeled ‘Create Workflow’. A pop-up window will appear where you can name your workflow. Name it something relevant, such as ‘Add Systeme.io Subscribed Contacts to Microsoft Excel’.

• Name your workflow appropriately.
• Select the folder where you want to save your workflow.
• Click on the Create button to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is where you will specify the event that starts the workflow, while the Action defines what happens next. In this case, your trigger will be Systeme.io.

3. Setting Up the Trigger Event with Systeme.io

Now that you’ve created your workflow, it’s time to set up the trigger event using Pabbly Connect. Search for Systeme.io in the trigger application section and select it. You will need to choose a trigger event; select ‘Contact Just Subscribed to a Form’.

Next, you need to connect your Systeme.io account with Pabbly Connect. Copy the provided webhook URL and navigate to your Systeme.io dashboard. In Systeme.io, go to the funnels section, select the form you want to integrate, and then click on ‘Automation Rules’. Add a new action and select ‘Send Webhook’, pasting the copied URL into the designated field.

After saving the rule in Systeme.io, return to Pabbly Connect. It will indicate that it is waiting for a response. To test this, fill out the form on Systeme.io with dummy details to ensure that the trigger is activated and data is sent to Pabbly Connect.

4. Configuring Action to Add Contacts to Microsoft Excel

Once the trigger is set up, you can move on to configuring the Action in Pabbly Connect. Search for Microsoft Excel in the action application section and select it. For the action event, choose ‘Add Row to Worksheet’.

You will need to connect your Microsoft Excel account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to grant access to your account. Once connected, you will be able to select your workbook and worksheet where the data will be added.

• Select the workbook named after your Systeme.io form.
• Map the fields from the trigger response to the columns in your Excel sheet.
• Ensure that the mapping is correct for seamless data transfer.

After mapping the fields, save the configuration and test the workflow to ensure that new contacts from Systeme.io are being added to your Excel sheet automatically.

5. Testing and Verifying the Integration

To verify that your integration is working correctly, return to your Systeme.io form and submit a new contact. After submission, check your Microsoft Excel workbook to see if the new contact details have been added. This step confirms that Pabbly Connect is effectively bridging the data between Systeme.io and Excel.

If the details appear correctly, your integration is successful. You can repeat the test with different contact details to ensure consistent results. If there are any issues, revisit the mapping and configuration settings in Pabbly Connect.

This integration not only saves time but also automates the process of managing your contacts efficiently. With Pabbly Connect, you can easily manage and organize your data without manual input.

Conclusion

In this tutorial, we explored how to integrate Systeme.io subscribed contacts with Microsoft Excel using Pabbly Connect. By following these detailed steps, you can automate the process of adding new contacts seamlessly. This integration enhances efficiency and ensures your data is organized without manual effort.