Integrating Unbounce Form Responses with Microsoft Excel Using Pabbly Connect

Learn how to integrate Unbounce form responses into Microsoft Excel using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Unbounce form responses with Microsoft Excel, first access Pabbly Connect. This is the central platform that will facilitate the connection between these two applications.

Log into your Pabbly account and navigate to the dashboard. Click on the ‘Create Workflow’ button, which is prominently displayed on the right side. Name your workflow appropriately, such as ‘Add Unbounce Form Responses to MS Excel Rows,’ and click on ‘Create’. This initiates your integration setup.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event using Pabbly Connect. The trigger will be a new form submission from Unbounce. Select Unbounce as your trigger application.

Next, choose the trigger event as ‘New Form Submission.’ Pabbly Connect will provide a webhook URL that you need to copy. This URL is crucial as it establishes the connection between Unbounce and Pabbly Connect.

• Open your Unbounce account and navigate to the integrations section.
• Add a new webhook and paste the copied URL.
• Save the changes to finalize the integration.

After saving, Pabbly Connect will wait for a webhook response. This means that you need to test the connection by submitting a form in Unbounce.

3. Submitting Form Data to Test Integration

After setting up the trigger, it’s time to test the integration by submitting a form response. Fill out the inquiry form you created in Unbounce, including details like name, email, and mobile number. using Pabbly Connect

Once you submit the form, Pabbly Connect will receive the webhook response. You should see the details captured in Pabbly Connect, confirming that the integration is functioning as intended.

• Check the response in Pabbly Connect to ensure all data is captured correctly.
• If the data appears correctly, proceed to the next step.

This successful submission indicates that Pabbly Connect is effectively bridging Unbounce and Microsoft Excel, ready for data transfer.

4. Adding Data to Microsoft Excel Using Pabbly Connect

Now that you have confirmed the trigger, it’s time to set up the action to add the data to Microsoft Excel. In Pabbly Connect, select Microsoft Excel as the action application. using Pabbly Connect

Choose the action event as ‘Add Row to Worksheet.’ Connect your Microsoft Excel account to Pabbly Connect by selecting the appropriate account and granting the necessary permissions. This allows Pabbly Connect to access your Excel sheets.

Select the workbook and worksheet where you want the data to be added. Map the fields from the Unbounce response to the corresponding columns in Excel.

After mapping the fields, click on ‘Save and Send Test Request’ to finalize the action. If successful, the data from the Unbounce form will now appear in your specified Excel worksheet, confirming the integration is complete.

5. Verifying Integration Success

After setting up the action in Pabbly Connect, it’s crucial to verify that the integration works as expected. Go back to your Unbounce form and submit another entry to see if it reflects in Microsoft Excel.

Refresh your Excel worksheet to check if the new entry appears. If the name, email, and mobile number are populated correctly, the integration is successful. This process showcases how Pabbly Connect efficiently automates data transfer between Unbounce and Microsoft Excel.

By following these steps, you can ensure that all inquiries received through your Unbounce forms are recorded in Excel seamlessly, making it easier to manage and follow up on leads.

Conclusion

Integrating Unbounce form responses with Microsoft Excel using Pabbly Connect allows for efficient data management. By following the steps outlined, you can automate data collection and streamline your workflows effectively.