Automate Google Chat Messages from MS Excel Using Pabbly Connect

Learn how to send messages from Microsoft Excel to Google Chat using Pabbly Connect. This step-by-step tutorial covers all necessary integrations and configurations. 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 sending messages from Microsoft Excel to Google Chat, you first need to access Pabbly Connect. Open your web browser and search for Pabbly.com/connect. This is where you can create an account or log in if you already have one.

Once you are on the Pabbly Connect landing page, click on ‘Sign Up Free’ to create a new account or ‘Sign In’ to access your existing account. After logging in, navigate to the dashboard and click on ‘Access Now’ under Pabbly Connect to begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on ‘Create Workflow’ and name it, for example, ‘MS Excel to Google Chat’. This workflow will automate the process of sending messages from Excel to Google Chat. using Pabbly Connect

Your workflow will display two main sections: the Trigger and Action windows. The Trigger window will capture data from Microsoft Excel, while the Action window will send that data to Google Chat. This setup ensures that every time a new row is added in Excel, a message is sent to Google Chat.

3. Setting Up Microsoft Excel as Trigger

In the Trigger window, search for and select Microsoft Excel as your trigger application. Choose ‘New Row in Worksheet’ from the trigger event dropdown. This specifies that the workflow will activate whenever a new row is added to your Excel worksheet.

Now, click on ‘Connect’ to establish a connection with your Microsoft Excel account. Select ‘Add New Connection’ and click on ‘Connect with Microsoft Excel’. Authorize the connection by clicking ‘Yes’. After connecting, select your workbook, for instance, ‘New Lead Data’, and the worksheet, usually named ‘Sheet1’. This setup allows Pabbly Connect to capture the data from your specified Excel sheet.

4. Configuring Google Chat as Action

Once the trigger is set up, scroll down to the Action window in Pabbly Connect. Here, search for Google Chat as your action application. Choose ‘Create a Message’ as the action event. This step is crucial as it defines what action will occur when the trigger is activated.

To connect Google Chat, you will need the Chat Web URL. Go to your Google Chat space, click on the space name, and select ‘Manage Webhooks’. Create a new webhook, name it (e.g., ‘MS Excel’), and save it to generate the URL. Copy this URL and paste it into Pabbly Connect. Finally, craft your message, incorporating the data from Excel by mapping the fields accordingly.

• Select the Chat Webhook URL from Google Chat.
• Map the fields such as first name, last name, email, and phone number from the Excel data.
• Click ‘Save and Send Test Request’ to send a test message.

After completing these steps, you should receive a confirmation that the message was sent successfully to your Google Chat space.

5. Conclusion: Automating Communication with Pabbly Connect

In this tutorial, we explored how to use Pabbly Connect to automate sending messages from Microsoft Excel to Google Chat. By setting up a trigger in Excel and an action in Google Chat, you can streamline communication within your team.

This integration not only saves time but also ensures that important lead information is shared instantly. With Pabbly Connect, you can easily connect various applications and automate workflows, enhancing productivity and collaboration across your organization.