Learn how to integrate SMS with ADD Using Pabbly Connect to automate adding SMS details to Microsoft Excel. Follow our detailed tutorial for seamless setup. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Integration between SMS and Microsoft Excel

Integrating SMS with Microsoft Excel is a straightforward process. The first step involves using Pabbly Connect to establish a connection between the SMS application and Microsoft Excel. This setup will help you automatically add received SMS details into your Excel spreadsheet.

To begin, visit the Pabbly Connect website and sign in or create a new account. Once logged in, navigate to your dashboard, and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Add Received SMS to Microsoft Excel,’ and save it in an appropriate folder.

Configuring Trigger and Action in Pabbly Connect

To automate the process, you need to configure the trigger and action in Pabbly Connect. The trigger will be the SMS application, while the action will be Microsoft Excel. Start by selecting ‘Crisp Call’ as your trigger application and choose the event ‘New SMS’.

Next, for the action application, search for and select ‘Microsoft Excel’. The action event should be set to ‘Add Row to Worksheet’. This configuration ensures that every time a new SMS is received, the details will be added to the designated Excel worksheet.

  • Select ‘Crisp Call’ as the trigger application.
  • Choose the event ‘New SMS’.
  • Select ‘Microsoft Excel’ as the action application.
  • Set the action event to ‘Add Row to Worksheet’.

Once configured, save your settings to proceed with the connection setup.

Establishing API Connection for SMS and Excel

To enable the integration, you must establish an API connection between Crisp Call and Pabbly Connect. For this, you will need your API key and secret key from your Crisp Call account. Navigate to the settings in your Crisp Call account, then go to the developer section to find these keys.

Copy the API key and secret key, then return to Pabbly Connect and paste them into the respective fields. Click on ‘Connect’ to establish the connection. If successful, you will see a confirmation message indicating that the connection is active.

  • Access your Crisp Call account settings.
  • Navigate to the developer section to find your API key and secret key.
  • Paste the keys into Pabbly Connect and click ‘Connect’.

Once the connection is established, you can proceed to test the setup by sending a sample SMS to your registered Crisp Call number.

Testing the Integration with Sample SMS

After setting up the API connection, it’s time to test the integration between Crisp Call and Microsoft Excel. Send a sample SMS to the registered number associated with your Crisp Call account. For instance, you can send a message saying, ‘Hello, I am interested in your services. Please send me more information.’

Once the SMS is sent, return to Pabbly Connect to check if the SMS details have been captured. You should see the SMS content, sender information, and other relevant details displayed in the response section. This confirms that the trigger is working correctly.

If the test is successful, the next step is to map the captured SMS details to the appropriate columns in your Microsoft Excel worksheet. This mapping ensures that each new SMS is recorded accurately in Excel.

Finalizing the Setup and Mapping SMS Data

The final step in integrating SMS with Microsoft Excel involves mapping the SMS data to the respective columns in your Excel worksheet. Open your Excel workbook where you want to store the SMS details and ensure it has appropriate columns such as ‘From Number,’ ‘Query,’ and ‘ID.’

In Pabbly Connect, select your Excel workbook and the worksheet you created. Use the mapping feature to link the SMS details received from Crisp Call to the corresponding columns in Excel. This ensures that every time an SMS is received, the details are automatically filled in the correct fields.

Once mapping is complete, save your settings and test the integration again by sending another SMS. Check your Excel workbook to confirm that the SMS details have been added correctly.

This final setup allows for seamless automation of SMS data entry into Microsoft Excel, streamlining your workflow significantly.

Conclusion

Integrating SMS with Microsoft Excel using Pabbly Connect allows for efficient data management. By following the steps outlined in this tutorial, you can automate the process of adding SMS details to your Excel spreadsheet, enhancing productivity and accuracy.

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