Integrating ConvertBox Responses into Microsoft Excel with Pabbly Connect

Learn how to seamlessly integrate ConvertBox form responses into Microsoft Excel using Pabbly Connect with this 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. Accessing Pabbly Connect for Integration

To begin integrating ConvertBox form responses into Microsoft Excel, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com connect’ in your browser. Once the landing page loads, you will see options to sign in or sign up.

If you are a new user, click on the ‘Sign up for free’ option to get started with 100 free tasks each month. Existing users should click ‘Sign in’ to access their dashboard. After signing in, select ‘Access Now’ under Pabbly Connect to begin creating your workflow.

2. Creating Your Workflow in Pabbly Connect

Once you’re in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Name it ‘How to Add ConvertBox Form Responses in Microsoft Excel’ and select the folder where you want to save it.

• Click ‘Create’ to open the workflow window.
• This window will allow you to set up triggers and actions for your integration.

In this window, you will set up the trigger, which is the first step in your automation process. Select ‘ConvertBox’ as your trigger application and choose ‘New Lead Submission’ as the trigger event. This selection will activate the workflow whenever a new form response is submitted in ConvertBox.

3. Setting Up ConvertBox for Integration

After setting up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is crucial for connecting your ConvertBox account with your workflow. Copy this webhook URL and log into your ConvertBox account.

In ConvertBox, locate the form you want to integrate. Click on ‘Edit’ to open the form settings. Navigate to ‘Integrations’ and click on ‘Add Integrations’. Choose ‘Webhooks’ as the integration type and paste the copied webhook URL into the provided field. Finally, click on ‘Add Integration’ to save your settings.

4. Testing the Integration with Pabbly Connect

With the webhook URL successfully added to ConvertBox, return to Pabbly Connect to test the integration. To do this, you need to submit a test response through your ConvertBox form. Fill in the required fields such as first name, last name, email, phone number, street address, city, state, and postal code. Click ‘Submit’ to send the test data.

• Wait a few seconds for Pabbly Connect to capture the response.
• Check the workflow in Pabbly Connect to see if the data has been received.

If successful, you will see the captured response details in your Pabbly Connect dashboard, confirming that the integration is working correctly.

5. Adding ConvertBox Responses to Microsoft Excel

Now that the integration is tested and confirmed, it’s time to set up the action in Pabbly Connect to add the form responses into Microsoft Excel. Select ‘Microsoft Excel’ as your action application and choose ‘Add Row to Worksheet’ as the action event.

Click on ‘Connect’ to establish a connection with your Microsoft Excel account. If you haven’t set up a connection yet, select ‘Add New Connection’ and grant the necessary permissions. Once connected, specify the workbook and worksheet names where you want the data to be added.

Next, map the fields from the ConvertBox response to the corresponding columns in your Excel worksheet. This mapping ensures that the data from each submission is accurately placed in the right columns. After mapping, click on ‘Save and Send Test Request’ to finalize the setup.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate ConvertBox form responses into Microsoft Excel. By following these steps, you can automate data entry and streamline your workflow effectively. This integration enhances productivity by ensuring that every new lead from ConvertBox is automatically recorded in your Excel sheets.