How to Integrate ConvertKit Form Submissions with MS Excel Using Pabbly Connect

Learn how to automate the integration of ConvertKit form submissions into MS Excel using Pabbly Connect. Step-by-step guide for seamless automation. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration of ConvertKit form submissions into MS Excel, first access Pabbly Connect. Visit Pabbly’s official website and sign in or sign up for a free account to get started. Once logged in, you will have access to automation tools that facilitate seamless integration.

After signing in, locate the ‘Create Workflow’ button at the top right corner. Click on it and name your workflow, for instance, ‘ConvertKit to MS Excel’. This step sets the foundation for your automation process using Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. Select ConvertKit as your trigger application and choose the event ‘New Form Subscriber’. This event triggers every time a form is submitted in ConvertKit, which is essential for our integration.

Now, you will need to connect your ConvertKit account by providing the API key and API secret key. Follow these steps to retrieve these keys:

• Log in to your ConvertKit account and navigate to ‘Settings’.
• Scroll down to the ‘Advanced’ section to find your API key.
• Click ‘Show’ next to API secret to reveal and copy it.

Paste both the API key and secret back into Pabbly Connect and save your settings. This connection allows Pabbly Connect to fetch form submissions from ConvertKit.

3. Testing the Trigger Connection

After configuring the trigger, it’s essential to test the connection to ensure that Pabbly Connect is successfully receiving data from ConvertKit. To do this, you need to submit a test form using the selected form from ConvertKit.

Go back to your ConvertKit form and fill in the required fields, such as email address and first name, then submit the form. Upon submission, return to Pabbly Connect and click ‘Save and Send Test Request’. This action will confirm that the data is captured correctly, showing details such as the first name and email address received from the form submission.

4. Configuring the Action to Add Data to MS Excel

Now that the trigger is set up and tested, it’s time to configure the action in Pabbly Connect. Select Microsoft Excel as your action application and choose the event ‘Add Row to Worksheet’. This action will automatically add the form submission details to your specified Excel sheet.

Connect your Microsoft Excel account by authorizing Pabbly Connect to access your Excel data. Once connected, select the workbook and worksheet where you want to store the submissions. For instance, you can choose the ‘ConvertKit’ worksheet within your Excel workbook.

Next, map the fields from ConvertKit to the corresponding columns in Excel. For example, map the first name and email address fields. This mapping ensures that every new submission will automatically populate the correct columns in your Excel sheet.

5. Finalizing the Integration and Testing

With the action configured, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to check if the data is being sent to MS Excel correctly. Once the test is successful, you will see the new row added to your specified Excel sheet.

If you don’t see the new entry immediately, refresh your Excel sheet. This confirms that Pabbly Connect has successfully integrated ConvertKit with MS Excel, automating the data entry process. You can now enjoy seamless updates without manual effort.

Conclusion

In this tutorial, we explored how to integrate ConvertKit form submissions into MS Excel using Pabbly Connect. By following these steps, you can automate the process of adding form responses to your Excel sheets, enhancing your workflow efficiency. Enjoy the benefits of automation with Pabbly Connect for your data management needs.