Let’s explore how you can integrate MS Excel with Constant Contact and automatically add contacts in Constant Contact using the data from MS Excel.
This automation requires a one-time setup for which we will use Pabbly Connect.
We will first link MS Excel with Pabbly Connect to capture data, then link Pabbly Connect with Constant Contact and create contacts in Constant Contact using the same data.
Steps to Automatically Add Contacts in Constant Contact using MS Excel Data
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Microsoft Excel and Pabbly Connect
3. Setup Constant Contact as the Action App to Add Contact
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between Microsoft Excel and Pabbly Connect
We will now look at the steps to establish a link between Microsoft Excel and Pabbly Connect. This will help us to fetch the data from MS Excel.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Microsoft Excel.
Choose ‘Microsoft Excel’ as the Trigger App, select ‘New Row in Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect MS Excel Account
To connect with your MS Excel account, select ‘Add New Connection’ and click on connect with ‘Microsoft Excel’. Also, grant the authorization.
Select the Workbook and Worksheet, in which you enter the data, and click on ‘Save & Send Test Request’.
Switch back to Pabbly Connect, expand Response Received, and the data you entered must be visible, thus confirming our established connection.
We have established a link between Microsoft Excel and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in Excel.
Step 3:- Setup Constant Contact as the Action App to Add Contact
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to add contacts in Constant Contact. Therefore, Constant Contact will be our Action App.
A. Action App
Choose ‘Constant Contact’ as the Action App, select ‘Create Contact’ as an Action Event, and click on ‘Connect’.
B. Connect Constant Contact Account
To connect with your Constant Contact account, select ‘Add New Connection’ and click on ‘Connect With Constant Contact’. Also, grant the authorization.
C. Map Necessary Fields
Now that you have connected your Constant Contact account, all you need is to map the necessary details from the step above. Mapping ensures our data remains dynamic and changes as per the received responses.
Select the List to which you want to add the contacts.
Map the Email Address from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, a new contact will get added to Constant Contact.
Our automation is complete. We have successfully integrated MS Excel with Constant Contact. Now each time you enter the data in MS Excel, contact will be added to your Constant Contact account automatically.
You can copy this entire workflow by clicking this link.
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