Integrating Level and Microsoft Excel Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the integration of Level and Microsoft Excel using Pabbly Connect. Follow our detailed tutorial for seamless appointment management. 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 begin the integration process, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in to their accounts.

Once logged in, you will find various Pabbly products. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard. Here, you can create and manage your workflows effectively.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button on the dashboard. A dialog box will appear prompting you to name your workflow. Enter a descriptive name such as ‘Go High Level Appointment Details in Microsoft Excel’. Select a folder to save your workflow, then click on ‘Create’.

• Click ‘Create Workflow’ on the dashboard.
• Name your workflow appropriately.
• Select a folder for organization.

After creating the workflow, you will see two main sections: trigger and action. The trigger will be set up to capture new appointments from Go High Level, while the action will send this data to Microsoft Excel.

3. Setting Up the Trigger with Go High Level

In this step, you will configure the trigger in Pabbly Connect. Select ‘Lead Connector V2’ as your trigger application. The trigger event should be set to ‘Customer Booked Appointment’. This means that every time a customer books an appointment, the workflow will activate.

After selecting the trigger event, you will receive a webhook URL. This URL acts as a bridge for data transfer between Go High Level and Pabbly Connect. Copy this URL and proceed to the Go High Level account to set up the automation.

4. Configuring Go High Level for Webhook Integration

To connect Go High Level with Pabbly Connect, navigate to the automation section of your Go High Level account. Create a new workflow that triggers on the event when a customer books an appointment. Paste the copied webhook URL from Pabbly Connect into the workflow settings.

Make sure to set the action to send data via the webhook whenever an appointment is booked. After saving and publishing this workflow, you will return to Pabbly Connect to finalize the setup.

• Navigate to the automation section in Go High Level.
• Create a new workflow for appointment bookings.
• Paste the webhook URL from Pabbly Connect.

Now, every time a new appointment is booked, the data will be sent to Pabbly Connect, where it can be processed further.

5. Connecting Microsoft Excel to Pabbly Connect

With the trigger set up, the next step is to connect Microsoft Excel as the action application in Pabbly Connect. Click on ‘Add Action Step’ and select Microsoft Excel. Choose the action event as ‘Add Row to Worksheet’. This action will ensure that every new appointment detail is recorded in your Excel sheet.

Authorize the connection by logging into your Microsoft Excel account when prompted. After the connection is established, select the workbook and worksheet where you want to store the appointment details. Map the relevant fields such as customer name, email, phone number, and appointment date to ensure accurate data entry.

Conclusion

In this tutorial, we demonstrated how to integrate Level and Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate the process of recording appointment details efficiently and effectively. This integration not only saves time but also ensures that your team stays organized with up-to-date information.