Integrating Ida Forms with Microsoft Excel Using Pabbly Connect

Learn how to integrate Ida Forms with Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Ida Forms with Microsoft Excel, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the Connect option. If you’re a new user, you can quickly create an account and get 100 free tasks to explore the platform.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can view existing workflows or create a new one. Click on the ‘Create Workflow’ button to start integrating your applications.

2. Creating a New Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. Enter a descriptive name like ‘Add Ida Form Responses to Excel Sheet Automatically’. This naming will help you identify the workflow later. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two sections: Trigger and Action.
• Select ‘Ida Forms’ as your Trigger application.

This setup allows you to define the conditions under which your workflow will operate. In this case, the trigger is when a new form response is submitted in Ida Forms.

3. Setting Up the Trigger Event in Pabbly Connect

Now, within the Trigger section, select ‘New Response Webhook’ as the trigger event. This option is crucial for capturing responses from your Ida Forms. using Pabbly Connect

Next, you will be provided with a webhook URL. Copy this URL and go to your Ida Forms account. In the setup options of the specific form you want to integrate, navigate to the ‘Third Party Integrations’ section and paste the copied webhook URL. Click on ‘Continue’ to complete the setup.

4. Testing the Integration with Pabbly Connect

Once the webhook URL is set, go back to Pabbly Connect, where it will show ‘Waiting for Webhook Response’. To test the integration, submit a new response in your Ida Form.

After submitting the form, you should see the captured response in Pabbly Connect. This confirms that your Ida Forms are successfully sending data to Pabbly Connect. You can now proceed to set up the action to send this data to Microsoft Excel.

• Click on the plus icon to add an action step.
• Select ‘Microsoft Excel’ as the action application.
• Choose ‘Add Row to Worksheet’ as the action event.

Following these steps ensures that every new form response is recorded in your Excel sheet automatically.

5. Finalizing the Integration in Pabbly Connect

In this step, you will connect your Microsoft Excel account to Pabbly Connect. Click on ‘Connect’ and select the option to add a new connection. Ensure you are logged into your Excel account for seamless integration.

Once connected, select the specific workbook you want to use for storing the form responses. Map the data from the Ida Forms to the appropriate columns in your Excel sheet, such as first name, last name, email, and contact number.

Finally, click on ‘Save and Send Test Request’. This will send the mapped data to your Excel sheet. Verify that the new row appears correctly in your Excel workbook. This confirms that the integration is complete and functioning as desired.

Conclusion

In this tutorial, we demonstrated how to integrate Ida Forms with Microsoft Excel using Pabbly Connect. By following these steps, you can automate the process of capturing form responses in your Excel sheet, ensuring accurate and efficient data management.