How to Integrate Microsoft Excel with Jotform

Quick summary

This tutorial shows how to integrate Microsoft Excel with Jotform using Zapier by creating a Zap that sets Excel as the Trigger and Jotform as the Action. Once configured, form submissions and spreadsheet data flow automatically between the two apps without any manual effort.

Steps

1. Head over to the left-side panel, then click Create.
2. Choose Zaps from the list of options.
3. Click Trigger to start the integration process.
4. Search for Excel and select it from the suggested results.
5. Select your preferred Trigger Event.
6. Tap Sign In and log into the Microsoft account you prefer to use.
7. Click Continue to proceed.
8. Fill out the input fields with the required information one by one.
9. Click Continue to run your input and test the Trigger.
10. Tap Continue one more time to proceed further.
11. Search for Jotform and choose it as the Action app.
12. Click the drop-down menu and choose your preferred Action Event.
13. Tap Sign In and log into your active Jotform account.
14. Click Allow to agree to the terms and grant the necessary permissions.
15. Provide all the information needed to set up the Action.
16. Tap Continue to publish and enable the integration.
17. Your Jotform account is now fully integrated with Microsoft Excel.