Connect Cognito Forms and Microsoft Excel to unlock the power of automation
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Set up your first integration
Quickly connect Cognito Forms to Microsoft Excel with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Cognito Forms with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Entry Deleted" from Cognito Forms.
Add your action
An action happens after the trigger—such as "Add Row" in Microsoft Excel.
You’re connected!
Zapier seamlessly connects Cognito Forms and Microsoft Excel, automating your workflow.
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Frequently Asked Questions about Cognito Forms + Microsoft Excel integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Cognito Forms and Microsoft Excel
How do I integrate Cognito Forms with Microsoft Excel?
You can integrate Cognito Forms with Microsoft Excel by using our automated workflow, which allows you to automatically transfer form data into an Excel spreadsheet whenever a new entry is submitted. Just set up the integration and select the specific forms and spreadsheets you want to connect.
Can I trigger actions in Excel based on form submissions in Cognito Forms?
Yes, by integrating Cognito Forms with Excel, you can trigger actions such as adding a new row or updating an existing row in your spreadsheet each time a new form submission is received. This ensures your data is always up-to-date without any manual effort.
What data from Cognito Forms can be transferred to Excel?
When you integrate with Excel, all fields from your Cognito Form entries, such as text fields, dates, and numbers, can be transferred. You have the flexibility to choose which specific fields are mapped to columns in your spreadsheet.
Is it possible to update existing rows in Excel when a form entry is updated on Cognito Forms?
Currently, our integration supports creating new rows for each form submission. For updates to existing entries in Cognito Forms, you'll need additional setup or manual intervention if you wish these changes to reflect directly in Excel.
How frequently does the data transfer occur between Cognito Forms and Excel?
The data transfer typically occurs instantly or within a few minutes of a form submission on Cognito Forms. This near-real-time update ensures that your spreadsheet reflects the latest information as soon as possible.
Do I need any coding skills to set up this integration between Cognito Forms and Microsoft Excel?
No coding skills are required. Our platform provides an easy-to-use interface where you simply connect your accounts and choose your desired triggers and actions. The setup is designed to be intuitive for users of all technical levels.
Are there any limitations on the number of forms I can connect between Cognito Forms and Microsoft Excel?
There are no limitations on the number of forms you can connect using our integration. You have full flexibility to create multiple connections as needed for various projects or departments.
Practical ways you can use Cognito Forms and Microsoft Excel
Log form submissions to Excel for tracking
When someone fills out a form on your website using Cognito Forms, Zapier automatically logs the submitted data as a new row in an Excel spreadsheet hosted on OneDrive for Business. This helps you maintain an organized record of entries without requiring manual data entry, saving time and reducing errors.
Business Owner
Sync form updates to Excel for real-time tracking
Whenever a form entry is updated in Cognito Forms, Zapier updates the corresponding row in your Excel spreadsheet on OneDrive for Business. This ensures all data updates are captured and recorded in real-time, keeping records accurate and accessible for reporting.
ITSend form leads to Excel for campaign analysis
When a potential customer fills out a Cognito Form, Zapier copies the information as a new row in Excel. This makes it easy for the marketing team to analyze leads and refine campaigns without manually transferring data.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- FormRequired
Try ItTriggerInstant- FormRequired
- IdRequired
ActionWrite- FormRequired
- Availability Start
- Availability End
- Not Available Message
ActionWrite
- FormRequired
Try ItTriggerInstant- FormRequired
ActionWrite- IdRequired
- FormRequired
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
