Integrate Delivra Contacts with MS Excel Using Pabbly Connect

Learn how to automatically add Delivra contacts to MS Excel using Pabbly Connect in this step-by-step tutorial. Optimize your workflow today! 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 Delivra and MS Excel Integration

To start integrating Delivra contacts with MS Excel, first access Pabbly Connect. Go to the Pabbly website, where you can sign up for a free account. This will allow you to utilize free tasks every month. Once you have an account, sign in to Pabbly Connect.

After signing in, click on the ‘Create Workflow’ button located at the top right of the dashboard. Name your workflow something relevant, such as ‘Delivra to MS Excel’. This workflow will automate the process of adding new contacts from Delivra into your Excel sheet.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select Delivra as your trigger application, and choose the ‘New Contact’ event. This means that every time a new contact is created in Delivra, it will trigger the workflow to add that contact to MS Excel.

Next, you will need to connect your Delivra account. Click on ‘Add New Connection’ and enter your account name, email, and password. Your account name can be found in the top right corner of your Delivra dashboard. After entering the required details, click on ‘Save’ to establish the connection.

• Select Delivra as the trigger application.
• Choose ‘New Contact’ as the trigger event.
• Connect your Delivra account by entering the required details.

Once connected, you will need to create a webhook name for this integration. You can name it anything you wish, like ‘Trial’. Click on ‘Save and Send Test Request’ to check if the connection is successful. At this point, create a test contact in Delivra to ensure everything is working properly.

3. Mapping Data to MS Excel in Pabbly Connect

After successfully setting up the trigger, the next step involves configuring the action in Pabbly Connect. For the action application, select Microsoft Excel and choose the event ‘Add Row to Worksheet’. This action will ensure that every new contact added in Delivra will be recorded as a new row in your specified Excel sheet.

Connect your Microsoft Excel account by clicking on ‘Add New Connection’. Since you are already logged in, simply authorize the connection. After the connection is established, select your workbook where you want to add the data. Choose the appropriate worksheet that corresponds to the Delivra contacts.

• Select ‘Microsoft Excel’ as the action application.
• Choose ‘Add Row to Worksheet’ as the action event.
• Connect your Microsoft Excel account and select the appropriate workbook.

Now, map the necessary fields from the Delivra response to the corresponding columns in your Excel sheet. For example, map the full name, email address, address, city, country, and gender from Delivra to the appropriate columns in Excel. This mapping ensures that every new contact’s details are automatically filled in the right columns.

4. Testing the Integration with Pabbly Connect

Once the data mapping is complete, it’s time to test the integration using Pabbly Connect. Click on ‘Save and Send Test Request’ to send the mapped data to your Excel sheet. If everything is set up correctly, you should receive a confirmation that the data has been successfully added.

Now, head over to your Microsoft Excel sheet to verify the new entry. You should see the contact details populated in the respective columns. This confirms that the integration between Delivra and MS Excel through Pabbly Connect is operational.

Click on ‘Save and Send Test Request’ to send data to Excel. Verify the new entry in your Excel sheet.

If the details appear correctly, congratulations! You have successfully automated the process of adding Delivra contacts to MS Excel using Pabbly Connect.

5. Conclusion

In this tutorial, we demonstrated how to integrate Delivra contacts with MS Excel using Pabbly Connect. By following these steps, you can automate your workflow, ensuring that every new contact created in Delivra is automatically added to your Excel sheet. This integration not only saves time but also enhances your data management efficiency.

Utilizing Pabbly Connect for your integrations can significantly streamline your processes. Start automating today and experience the benefits of seamless data transfers between applications.