How to Add Salesforce Leads to MS Excel Using Pabbly Connect

Learn how to seamlessly integrate Salesforce leads into MS Excel using Pabbly Connect. Follow our step-by-step guide for smooth automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Salesforce and MS Excel Integration

In this section, we will explore how to access Pabbly Connect to facilitate the integration of Salesforce leads into MS Excel. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once you reach the landing page, you will see options to either sign in or sign up for free.

If you are a new user, click on the Sign Up button to create your account. As a new user, you will receive 100 free tasks to get started with the automation process. Existing users can simply sign in to their accounts to proceed. After signing in, you will be directed to the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a workflow for integrating Salesforce leads with MS Excel. Click on the blue Create Workflow button located at the top right corner. You will be prompted to name your workflow; for this integration, you can name it Salesforce Leads to MS Excel.

• Click on the Create button after naming your workflow.
• You will see two sections: Trigger and Action.

In this case, Salesforce will be your trigger application. Select Salesforce as your trigger application and choose New Lead as the trigger event. Click on Connect to establish a connection between Pabbly Connect and your Salesforce account.

3. Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, click on Add New Connection. You will need to authorize Pabbly Connect to access your Salesforce account. Ensure you are logged into your Salesforce account to proceed smoothly. After successful authorization, you will be prompted to enter your Salesforce instance URL.

To find your instance URL, go to your Salesforce account, navigate to Setup, and then to Company Information. Here, you will see your instance number, which is crucial for the integration. For example, if your instance number is ap16, you will use the corresponding URL provided by Pabbly Connect to fill in the required field.

4. Creating New Leads in Salesforce

After connecting Salesforce to Pabbly Connect, the next step is to create a new lead in Salesforce. Navigate to the Contacts section in your Salesforce account and click on Create New. Fill in the lead details, such as first name, last name, company name, and other relevant information.

• Example lead details: First Name: Testing, Last Name: Demo, Company: Pabbly Connect.
• Select the lead source and provide other necessary fields.

Once you have filled in all the required fields, click on Save. This action will trigger Pabbly Connect to capture the lead information, which will later be sent to MS Excel.

5. Adding Leads to MS Excel via Pabbly Connect

Now that the lead has been created in Salesforce, it’s time to add this data to MS Excel. In Pabbly Connect, select Microsoft Excel as your action application and choose Add Row to Worksheet as the action event. Click on Connect to link your Microsoft Excel account with Pabbly Connect.

Upon successful connection, you will need to select the workbook and worksheet where you want the lead data to be added. Ensure that your Excel sheet has the necessary columns such as first name, last name, email, phone number, and other relevant fields.

Once the mapping is complete, click on Save and Send Test Request. This action will send the captured lead information from Salesforce to your specified Excel sheet. Refresh your Excel sheet to verify that the lead data has been successfully added.

Conclusion

In this tutorial, we have demonstrated how to integrate Salesforce leads into MS Excel using Pabbly Connect. By following the steps outlined, you can automate the process of adding new leads to your Excel spreadsheets seamlessly. This integration not only saves time but also enhances data management efficiency.