Integrating Heyflow Responses in Microsoft Excel Using Pabbly Connect

Learn how to seamlessly integrate Heyflow responses into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for efficient automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Heyflow responses into Microsoft Excel, you first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you are a new user, you can sign up for free and receive 100 tasks every month.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard to get started.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for adding Heyflow responses into Microsoft Excel. After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Enter a descriptive name, such as ‘Add Heyflow Response in Microsoft Excel’. Then, select a folder to save your workflow, such as the folder named Heyflow. using Pabbly Connect

• Click on ‘Create’ to proceed with the workflow setup.
• You will now see the trigger and action setup window.
• Choose ‘Heyflow’ as your trigger application and ‘New Response’ as the trigger event.

This setup will allow Pabbly Connect to monitor incoming responses from Heyflow, initiating the workflow whenever a new response is recorded.

3. Setting Up Heyflow Integration with Pabbly Connect

After setting up the trigger, you will need to configure the action that will take place in Microsoft Excel. Search for ‘Microsoft Excel’ in the action application section and select it. The action event you will choose is ‘Add Row to Worksheet’. This action is crucial for adding the details received from Heyflow into your Excel sheet. using Pabbly Connect

Next, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Heyflow account to Pabbly Connect. Copy this webhook URL and navigate to your Heyflow account.

• In Heyflow, go to the ‘Integrate’ section and select ‘Hooks’.
• Click on ‘Add Webhook’ and paste the copied URL.
• Click ‘Activate’ and save your changes.

This step ensures that whenever there is a new response in Heyflow, it will be sent to Pabbly Connect via the webhook.

4. Testing the Integration with Dummy Data

With the integration set up, it’s time to test it. You will need to submit a dummy response through your Heyflow lead generation form. For example, enter a first name like ‘Dummy’, a last name like ‘User’, and provide an email address and phone number. using Pabbly Connect

Once you have submitted the form, Pabbly Connect will capture this response. You can check the Pabbly Connect dashboard to see if the response details have been recorded successfully. This will include the lead’s first name, last name, email address, and phone number.

After confirming that the response is captured by Pabbly Connect, you can proceed to map these fields to your Microsoft Excel sheet. This mapping is essential to ensure that the correct data is inserted into the correct columns in your Excel sheet.

5. Finalizing the Integration to Microsoft Excel

Now that you have successfully tested the integration, it’s time to finalize it. Click on ‘Connect’ to establish a connection between Microsoft Excel and Pabbly Connect. You will need to authorize Pabbly Connect to access your Excel sheets.

Once connected, select the workbook where you want to store the Heyflow responses. Make sure to map the fields correctly, such as first name, last name, email address, and contact number. This mapping ensures that each new response is added to the correct columns in your Excel sheet.

Click on ‘Save’ and then ‘Send Test Request’ to verify the integration. Check your Excel sheet to confirm that the new row has been added with the dummy data.

Congratulations! You have successfully integrated Heyflow responses into Microsoft Excel using Pabbly Connect. This automation will now work seamlessly, adding new responses to your Excel sheet automatically.

Conclusion

In this tutorial, we explored how to integrate Heyflow responses into Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate data entry efficiently, allowing for better data management and organization.