Integrating Heyflow Responses into Microsoft Excel with Pabbly Connect

Learn how to use Pabbly Connect to integrate Heyflow responses into Microsoft Excel with this step-by-step guide. Streamline your data management today! 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. Accessing Pabbly Connect for Integration

To integrate Heyflow responses into Microsoft Excel, you first need to access Pabbly Connect. Start by logging into your Pabbly Connect account. If you’re a new user, you can sign up for free, which allows you to utilize 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that will facilitate the integration between Heyflow and Microsoft Excel. Click on the ‘Create Workflow’ button to begin this process.

2. Creating Your Workflow in Pabbly Connect

Next, you will need to name your workflow in Pabbly Connect. For this integration, you can name it ‘Add Heyflow Response in Microsoft Excel’. Choose a folder to save this workflow, such as the one named ‘Heyflow’.

After naming your workflow, you will arrive at the trigger and action setup window. The trigger application will be Heyflow, and the action application will be Microsoft Excel. This setup will ensure that every time a new response is received from Heyflow, it will automatically be added to your Excel sheet.

• Select Heyflow as your trigger application.
• Choose ‘New Response’ as the trigger event.
• Select Microsoft Excel as your action application.
• Choose ‘Add Row to Worksheet’ as the action event.

This configuration is essential as it establishes the link between Heyflow and Microsoft Excel through Pabbly Connect, enabling seamless data transfer.

3. Setting Up the Webhook in Heyflow

After configuring the trigger and action, the next step is to set up the webhook URL provided by Pabbly Connect. This URL is crucial for connecting your Heyflow account to Pabbly Connect.

Copy the webhook URL from Pabbly Connect and navigate to your Heyflow account. Go to the integration settings, and select ‘Hooks’. Here, click on the ‘Add Webhook’ button, paste the copied URL, and activate the webhook. Make sure to save the changes to finalize this integration step.

• Paste the webhook URL from Pabbly Connect.
• Name the webhook for easy identification.
• Activate the webhook and save changes.

Once the webhook is active, Pabbly Connect will be ready to receive responses from your Heyflow lead generation form.

4. Testing the Integration with Dummy Data

To ensure that the integration between Heyflow and Microsoft Excel is functioning properly, you need to perform a test submission. Create a dummy lead by filling out your lead generation form with sample data.

After submitting the form, return to Pabbly Connect to check if the response has been captured. You should see the details of your dummy lead, including the first name, last name, email address, and phone number. This confirms that the trigger is working correctly.

Fill out the lead generation form with dummy data. Submit the form to trigger the webhook. Check Pabbly Connect for the received response.

If the response is successfully captured, you can proceed to map this data into your Microsoft Excel sheet.

5. Mapping Data to Microsoft Excel

Now that you have confirmed the response is captured in Pabbly Connect, the next step is to map this data to your Microsoft Excel sheet. First, establish a connection between Microsoft Excel and Pabbly Connect by clicking on ‘Connect’.

Once connected, select your Excel workbook and the specific worksheet where you want to store the data. You will then map the fields from the Heyflow response to the corresponding columns in your Excel sheet. This includes first name, last name, email address, and contact number.

Select the workbook containing the relevant sheet. Map the Heyflow response fields to Excel columns. Save the mapping and send a test request.

After successfully mapping the data, you should see the new lead details added as a new row in your Microsoft Excel sheet. This automation is now fully operational, ensuring that every new response from Heyflow is automatically logged into Excel via Pabbly Connect.

Conclusion

Integrating Heyflow responses into Microsoft Excel using Pabbly Connect streamlines your data management process. By following the steps outlined, you can ensure that every new lead is automatically recorded in your Excel sheet, enhancing efficiency and organization.