How to Integrate Microsoft Excel with SurveyMonkey

Quick summary

This tutorial shows how to integrate Microsoft Excel with SurveyMonkey using a Zapier automation, so that survey responses automatically flow into your Excel spreadsheet. By connecting these two apps through a Zap, you eliminate manual data exports and keep your Excel data up to date in real time.

Steps

1. Navigate to the left-side panel in Zapier, then click 'Create'.
2. Select 'Zaps' from the list of options.
3. Click 'Trigger' to start the integration process.
4. Search for 'Excel' and choose it from the suggested results.
5. Pick your preferred 'Trigger Event' for Microsoft Excel.
6. Tap 'Sign In' and log into your active Microsoft account.
7. Tap 'Continue' to confirm your Microsoft account connection.
8. Fill out the input fields with the required trigger information one by one.
9. Tap 'Continue' to run your input and test the Trigger.
10. Click 'Continue' one more time to proceed to the Action setup.
11. Search for 'SurveyMonkey' and select it as the Action app.
12. Click the drop-down menu and select the 'Action Event' you wish to use.
13. Tap 'Sign In' and log into your SurveyMonkey account.
14. Specify your preferred Datacenter and click 'Yes, Continue to SurveyMonkey'.
15. Click 'Authorize' to grant the necessary permissions to Zapier.
16. Provide all necessary details to set up the SurveyMonkey Action properly.
17. Tap 'Continue' to publish and activate the integration.
18. Your SurveyMonkey forms are now fully integrated with Microsoft Excel.