Learn how to automate adding new Zenler users to Microsoft Excel using Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Zenler Integration
Pabbly Connect is an essential tool for automating workflows, enabling you to integrate Zenler with Microsoft Excel seamlessly. This tutorial will guide you through the steps to automatically add new Zenler users to Microsoft Excel using Pabbly Connect.
By following this process, you can ensure that every new enrollment in Zenler is tracked in your Excel sheet without any manual effort. Let’s start by accessing Pabbly Connect and setting up our workflow.
2. Setting Up Your Pabbly Connect Workflow
To begin, log into your Pabbly Connect account. If you don’t have one, you can create a free account in just a few minutes. Once logged in, navigate to your dashboard and click on the blue button labeled ‘Create Workflow’.
Next, provide a name for your workflow, such as ‘Add New Zenler Users to Microsoft Excel Automatically’, and click on ‘Create’. You will see two boxes representing the trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result.
- Click on the trigger box and select Zenler as the application.
- Choose the trigger event: ‘When a New Enrollment Occurs’.
- Copy the provided webhook URL for the next steps.
After copying the webhook URL, head back to your Zenler account, open the course you want to track, and navigate to the automation tab. Here, you will set up the webhook to send data to Pabbly Connect.
3. Configuring Zenler to Send Data to Pabbly Connect
In your Zenler account, find the course you want to automate. Click on the ‘Automation’ tab, then edit the automation rules. Add a new rule for enrollment and select the event to send a webhook.
Paste the webhook URL you copied from Pabbly Connect. Give this action a name, such as ‘Collect Student Data’, and save the changes. Make sure to apply this automation to existing students as well.
- Select ‘Enroll’ action in Zenler to trigger the webhook.
- Confirm that the action is live and ready to capture new enrollments.
- Return to Pabbly Connect and click on ‘Capture Webhook Response’ to test the setup.
Once the webhook is successfully set up, you will be ready to capture user data every time a new student enrolls in the selected course.
4. Adding New User Data to Microsoft Excel
Now that Pabbly Connect is capturing the new enrollment data from Zenler, the next step is to add this data to Microsoft Excel. In your Pabbly Connect workflow, select Microsoft Excel as the action application. using Pabbly Connect
Choose the action event ‘Add Row to Worksheet’. If this is your first time connecting to Excel, you will need to authenticate your account. Otherwise, select your existing connection and proceed.
Select the workbook where you want to add the new user data. Map the fields from Zenler to your Excel sheet, such as Name, Email, Course ID, and Enrollment Date. Click on ‘Save and Send Test Request’ to verify that the data is added correctly.
Once you have confirmed that the data is being sent to Microsoft Excel, you can refresh your Excel sheet to view the newly added user data.
5. Finalizing Your Automation with Pabbly Connect
With the integration complete, every time a new user enrolls in your Zenler course, their details will automatically populate in your Microsoft Excel sheet. This automation saves you time and ensures accurate record-keeping.
To finalize, test the entire workflow by enrolling a new user in your Zenler course. Check your Microsoft Excel sheet to confirm that the details have been captured correctly. With Pabbly Connect, you can automate this process effortlessly, allowing you to focus on other important tasks.
In summary, Pabbly Connect provides a powerful solution for integrating Zenler and Microsoft Excel, streamlining your workflow and enhancing productivity. Now you can sit back and let Pabbly Connect handle the tedious tasks of data entry for you.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding new Zenler users to Microsoft Excel. By following the steps outlined, you can ensure efficient data management and save valuable time. Automate your workflows today with Pabbly Connect!
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