Automate Microsoft Excel with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Microsoft Excel with Indiamart using Pabbly Connect to automate inquiries seamlessly. Follow our detailed guide for easy setup. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Microsoft Excel with Indiamart, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once on the site, sign in to your account. If you’re new, you can sign up for free, which includes 100 tasks monthly. After signing in, click on Pabbly Connect to access the dashboard where you can create new workflows.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the process of importing inquiries from Indiamart to Microsoft Excel using Pabbly Connect. Click on the ‘Create Workflow’ button on your dashboard.

• Enter the workflow name: ‘Import Indiamart Inquiries to Microsoft Excel’.
• Select the appropriate folder for your workflow.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be Indiamart, and the action will be Microsoft Excel, facilitated by Pabbly Connect.

3. Setting Up the Trigger with Indiamart

For the workflow to function, you need to set up the trigger in Pabbly Connect. Select Indiamart as the trigger application and choose the event ‘New Leads’.

Next, you will receive a webhook URL from Pabbly Connect. This URL acts as a bridge between Indiamart and Pabbly Connect. Log into your Indiamart account and navigate to the Lead Manager section to set up the webhook.

• Click on the three dots next to ‘Lead Manager’.
• Select ‘Import/Export Leads’ and then ‘Push API’.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the webhook URL.

After saving the details, generate the OTP to complete the setup. This process ensures that inquiries from Indiamart are sent to Pabbly Connect automatically.

4. Configuring Microsoft Excel as the Action Application

Now that the trigger is set, it’s time to configure the action application, Microsoft Excel, in Pabbly Connect. Select Microsoft Excel as the action application and choose ‘Add Row to Worksheet’ as the action event.

Connect your Microsoft Excel account to Pabbly Connect by granting the necessary permissions. Once connected, you need to specify the workbook where the inquiries will be stored.

Select the workbook named ‘Indiamart Query 1’. Map the fields from Indiamart to the corresponding columns in Excel (Name, Phone, Email, and Query).

By mapping these fields accurately, you ensure that every new inquiry from Indiamart is captured in Microsoft Excel, making data management seamless.

5. Finalizing the Integration and Testing

After mapping the fields, it’s crucial to test the integration to confirm everything works as expected. You can do this by sending a test inquiry from Indiamart to see if it appears in Microsoft Excel through Pabbly Connect.

Once the test data is received in Pabbly Connect, check your Excel workbook to verify that the data has been added correctly. If everything is set up properly, you should see the inquiry details in your specified workbook.

With this successful integration, you can now automate the process of importing inquiries from Indiamart to Microsoft Excel effortlessly using Pabbly Connect. This not only saves time but also ensures that no inquiries are missed.

Conclusion

This tutorial showed how to integrate Microsoft Excel with Indiamart using Pabbly Connect. By following these steps, you can automate inquiries seamlessly, enhancing your workflow efficiency.