Microsoft Excel is a data-storage powerhouse—but its capabilities go far beyond a simple spreadsheet. From analyzing finances to managing complex data sets of customer information, Excel can help businesses scale their operations.
But as powerful as Excel is, it becomes even more effective when paired with automation. Building an automated system with Excel as your central source of truth lets you streamline data transfer between your business-critical tools and keep everyone in your organization up to date.
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 five 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, form 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?) And as your business grows, manual exports become increasingly impractical.
Save time and improve accuracy 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.
It's easy to manage groups of related data with tables in Excel. This Zap will make things even easier for you, automatically adding new Jotform submissions to Excel as rows in a table. That way, you can keep all of your data up-to-date and in a central location.
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.
Looking to manage form responses from Google Forms in your Microsoft Excel account? This integration can help. When active, it tracks new entries and automatically adds them to a row in a specified Excel spreadsheet, saving you time for more important work!
Pro tip: You're not limited to two-step Zaps—in fact, Zapier's built-in tools let you create sophisticated workflows that are even more useful. For example, a path step can add branching logic that sends form responses to different sheets based on whether the feedback type is a complaint, testimonial, or suggestion. You can even use a formatter step to clean up messy form inputs (like making sure the name is in title case) before sending them along to Excel.
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.
These Zaps, for example, will catch payloads inside your app withZapier's webhooks. 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.
Keep your Excel spreadsheets up to date by automatically updating rows whenever new data is received via a Webhooks by Zapier catch hook. This integration ensures real-time updates based on external system activity.
Automatically add new rows to your Microsoft Excel tables whenever data is received via a Webhooks by Zapier catch hook. This integration helps you seamlessly capture and organize external information in your spreadsheets.
Or, if you're logging orders, leads, or form submissions in Excel but need that data to appear somewhere else—like a custom CRM or internal dashboard—a webhook POST pushes that data wherever it needs to go. Use this template to get started.
Webhooks enable a huge variety of sources to receive data—and now that can come from Excel automatically as well. Set up this Zapier integration and we'll take care of the rest: For each new row you add on Excel, we'll make a POST to any webhook URL you need, passing the data along so your pipeline is never slowed down because of manual entry.
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.
Send Microsoft Outlook emails for new updated rows in a Microsoft Excel sheet
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.
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!
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.
Pro tip: To avoid spamming your team's inbox or Slack channel, add a filter step to your Zap to save notifications for specific instances (like if the "Priority" column in Excel is marked as "Urgent"). Or, use a digest step to send a summary of the day's (or week's, or month's) Excel updates in a single, concise message.
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.
Keep your spreadsheets accurate and organized by automatically updating a row whenever another row is modified in Microsoft Excel. This integration is perfect for syncing related data or applying additional changes based on updates.
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.
Of course, if you're setting up a two-way sync between two spreadsheets, you'll need to set up your Zaps to avoid a Zap loop (two Zaps repeatedly triggering each other with the same data). A filter step can fix this problem by only letting the Zap continue when specific conditions are met.
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, inbound email inquiries, and scheduled demos or sales calls 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:
Send Microsoft Outlook emails with new Microsoft Excel rows
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!
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.
If you're looking for specific parts of emails you receive regularly, Zapier's Email Parser can extract the contents you need, and this integration makes things even easier. Once it's active, Zapier will parse emails sent to your Parser Mailbox, extracting information according to your rules and sending that on to a specified Excel spreadsheet in a new row, archiving exactly what you need.
When you have people scheduling time with you, you'll want the details organized on a spreadsheet. This integration helps by automatically adding a row in a Microsoft Excel sheet when there is a new invitee created event in Calendly. It's never been easier to organize your appointments.
Having your form submission data on HubSpot is only part of the answer; you'll need the power of an Excel spreadsheet to manipulate or archive it afterwards. Skip the step where you export it manually by handing the job over to Zapier. Once active, this Zap will trigger with every new submission to a HubSpot form, automatically adding a new row to an Excel spreadsheet with every answer you need as they come in.
No matter how you use Excel, pairing it with Zapier ultimately helps you save time and focus on your most important work.
Using automation to log form submissions, send team notifications, sync multiple spreadsheets, and send data to the rest of your tech stack can streamline your business processes, giving you better ways to move your work forward at growth speed.
And this is only the beginning: You can easily develop tailored solutions for yourself 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.
