Microsoft Excel is certainly a powerhouse when it comes to data storage. And its capabilities go far beyond that of a simple spreadsheet. From analyzing finances to managing complex data sets of customer information, Excel can help businesses scale their operations.
But if you're handling Excel on a regular basis, you might be looking to streamline certain processes, like that of transferring data from your other business-critical apps.
That's where automation comes in. By connecting Excel to Zapier, you can connect to thousands of apps and automate the most important parts of your data management. That includes automatically logging form submissions, sending team updates, syncing data in real time across apps, and more. Here are six ways you can start digging into Excel automation.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Log forms and survey submissions
Whether you've just asked your customers to rate your business or you're collecting responses from team members to host an event, forms apps—like Jotform and Typeform—are undeniably handy.
But if you're using Excel to store and analyze those responses, you've probably experienced the dread that comes with transferring data between your two apps. You don't want to export hundreds of responses or waste time manually copying and pasting them into Excel. You have better things to do. (Who could blame you?)
Save time by using Zapier to automate this entire process. Your responses will get added straight to your Excel sheet from your forms app any time a new one is submitted.
Add new Typeform entries as rows on an Excel spreadsheet
Whether you're planning an event or gathering product feedback, your time doesn't have to be spent exporting those results to your spreadsheets just so you can really go through them—we can do that! After you've set up this automation, Zapier will capture new entries your Typeform receives, adding a new row to an Excel spreadsheet for each and every one with every response you need.
The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.
The faster your form submissions come in, the harder it can be to track and store them all. You can set up this Zap, however, to capture everything for you. It will trigger whenever a new form submission is received in Gravity Forms, automatically adding that information to a row in a specified Excel spreadsheet and keeping your sheet constantly up to date for all your ensuing processes.
This integration can give you a head start on analyzing your data, triggering whenever your Wufoo form receives a new entry. This Zap automatically adds that information to a row in a specified Excel spreadsheet, adding each entry as a new row for your archives.
Excel spreadsheets make a great repository for all those survey responses, and with this integration in place, you won't need to worry about any manual exporting. Simply set up this Zapier automation and it will trigger automatically whenever a new response is received on SurveyMonkey, adding every item to a new row on Excel for safekeeping and processing.
The hard part is done: You've added vital customer information to an Excel sheet, and it's ready for sales. Maybe a customer has changed their email address, and you need to update your email list. Or perhaps you've logged important company information that you need to hand over to your stakeholders.
The question is: How do you keep everybody in the loop whenever there's a new update or a new row? You can't be expected to check Excel 10 times a day, then send your team an email or Slack notification every time something changes. It would take over your life.
Fortunately, you can use Zapier to set up automated alerts whenever new rows are added or updated in Excel. You can choose how to present each message so everybody receives the details they need to know at a glance—without logging in and out of Excel constantly.
Add or update Mailchimp subscribers from new rows on Excel
After you've configured this Zap, it'll trigger with every new row added to a specified spreadsheet on Excel, automatically extracting that information and sending it to Mailchimp as a new or updated subscriber to any mailing list you specify.
You've done the work by adding the data to Excel; Zapier can handle the notifications so you can move on to more important tasks. This integration, once active, will react to any new row you create on Excel, automatically sending out an email from Gmail with your specified message.
There's no need to have the entire team checking your spreadsheets for new data when Zapier can provide automated alerts whenever there's something to look at. Triggered by every new Excel row you add after setting it up, this integration will automatically post a new message to your Slack channel with the details you need everyone to know, keeping everyone updated without interrupting their work.
If you use Microsoft Excel to handle important data, this integration can keep others in the loop, hassle free. It automatically sends an email in Microsoft Outlook as soon as a new row is added in Excel. Keep your stakeholders in the know without having to write or send another email!
When you have updated info in your spreadsheet, you'll want to know about it. This integration helps by automatically sending an email with details from a newly updated row in a Microsoft Excel sheet. You'll always know when update information is available.
Do you store data across multiple spreadsheets? You're not the only one. Having multiple databases across different teams is pretty common, but it can make it difficult to keep information up to date, particularly when someone updates or edits a row.
This is exactly how mistakes and missed updates can happen, as manual updates take time, precision, and an eagle eye for detail. To keep your spreadsheet data consistent across all sources, you can automatically update your data across spreadsheets whenever a change happens, no matter how small.
Your spreadsheets don't exist in a vacuum, separate from each other. Use Zapier to connect them as needed with this integration. Set it up to automatically copy data between rows whenever you add a new row to an Excel spreadsheet. You'll never have to copy out that information again.
Forget about copying information in and out of your spreadsheets by hand—let Zapier handle tedious tasks like that. This integration will happen whenever you add a new row to Excel, and will automatically copy the contents over to any Google Sheet you want, ensuring your data is everywhere it needs to be.
The more data you have, the harder it can be to catch any changes. Set up this integration, however, and you won't have to worry about that again: Whenever you update a row on Google Sheets, Zapier will send the data to Excel, automatically creating a new row for you on any spreadsheet you want. The same works for any updates that are made to that row- they will be saved in Excel as well.
Have data in one app that you need to send to Excel, but Zapier doesn't support the app? Don't panic because you can use webhooks to achieve the impossible.
In simple terms, webhooks let your apps speak with each other—sending detailed information back and forth whenever new items occur in the first app.
This Zap, for example, will catch payloads inside your app, which Zapier's webhooks will catch. Zapier then automatically enters that data into a new Excel spreadsheet row for you.
Create a spreadsheet row in Microsoft Excel from a webhook
You know that important data is going to end up on a spreadsheet, so why not connect your webhooks to it in the first place? During set-up, this Zap will provide you with a custom webhook URL. Direct your webhook traffic to it and we'll do the rest, catching each payload and entering the data automatically on a new Excel row for you.
Do you keep a backlog of all your existing leads in case your other systems fail? Or perhaps your sales teams like to store new prospects in a spreadsheet for future reference without digging into a CRM.
If you use social media ads (like Facebook or LinkedIn) to source new leads, it's a good idea to automatically add them straight to Excel in real time. That way, you can keep all your lead data in sync for your different teams.
Forget copying and pasting—these Zaps will do the heavy lifting for you:
Your sales pipeline is only as good as the data you feed it. Save time by avoiding manual imports with this integration. Every new lead from Facebook Lead Ads will trigger the automation, logging the details into an Excel spreadsheet as a new row.
Organize and track your new lead details effortlessly when you set up this integration. Once activated, it automatically sends each new Google Ads lead to a row in a specified spreadsheet in Microsoft Excel.
Hundreds of new leads is a magnificent thing, unless they're unorganized, in which case they're useless. Keep beautiful and up-to-date databases without lifting a finger. With this Zapier integration, whenever a new lead is generated from LinkedIn Ads their information is passed to Excel where you can mine for trends, pass additional information or simply keep a backup of new prospects. Best part of all of this? It's done on auto-pilot.
Do you use Excel to plan out projects and workflows? It's also very likely that your team uses a project management app to track and manage tasks once you kick off work. But you don't have to refer back to Excel every time you set up a project manually—you can get Zapier to do the heavy lifting for you.
This means that whenever you add a new row
to your Excel spreadsheet, Zapier will automatically create a task or project for you in your project management app with that specific information. This lets you and your team tackle every new item that comes in straight away.
You can forget the tedious admin that goes with setting up projects, ensuring no task slips through the cracks. Instead, you and your team can get straight to the bulk of your work.
New data on your spreadsheet means there's work to do. Set up this integration and we'll help you tackle those new items as they come in. Whenever you add a row to your Excel spreadsheet, Zapier will automatically create a card on Trello, letting you track and tackle every item without wasting time copying information between the apps.
Streamline your workflow by setting up this automation to instantly add new entries to your Notion database whenever a new row is added to your Microsoft Excel spreadsheet. Save time and ensure your data is always up to date without needing to manually copy and paste information between the two platforms. Stay organized and boost productivity with this seamless integration.
Do more with your completed tasks, like analyze them in a spreadsheet for even more insight into your productivity. Use this Zap to make that easy, automatically sending your completed Todoist tasks to an Excel spreadsheet where you can sort and analyze them.
No matter how you use Excel, pairing it with Zapier ultimately helps you save time and focus on your most important work.
But using automation to log form submissions, send team notifications, update multiple spreadsheets, and create projects can streamline your IT processes, serving you with better ways to move your work forward at growth speed.
And this is only the beginning: You can easily develop tailored solutions for you and your team when you automate Excel.
New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free.
