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Integrate Cognito Forms with Microsoft Excel to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Cognito Forms with Microsoft Excel - no code necessary. See how you can get setup in minutes.

Select a trigger from Cognito Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Cognito Forms, a trigger could be "Entry Deleted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Excel

An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cognito Forms to Microsoft Excel

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Cognito Forms to Microsoft Excel with a Zapier template.

Our most popular template

Add new Cognito Forms entries to Excel
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Cognito Forms + Microsoft Excel
Add rows to table in Microsoft Excel for new entries in Cognito Forms
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Cognito Forms + Microsoft Excel
Create Cognito Forms entries from new Microsoft Excel rows
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Cognito Forms + Microsoft Excel
Create spreadsheets in Microsoft Excel for new entries in Cognito Forms
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Cognito Forms + Microsoft Excel
Update entries in Cognito Forms and add rows in Microsoft Excel automatically
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Cognito Forms + Microsoft Excel
Update rows in Microsoft Excel whenever new entries are updated in Cognito Forms
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Cognito Forms + Microsoft Excel

Add new Cognito Forms entries to Excel

Cognito Forms + Microsoft Excel

Add rows to table in Microsoft Excel for new entries in Cognito Forms

Cognito Forms + Microsoft Excel

Create Cognito Forms entries from new Microsoft Excel rows

Cognito Forms + Microsoft Excel

Create spreadsheets in Microsoft Excel for new entries in Cognito Forms

Cognito Forms + Microsoft Excel

Update entries in Cognito Forms and add rows in Microsoft Excel automatically

Cognito Forms + Microsoft Excel

Update rows in Microsoft Excel whenever new entries are updated in Cognito Forms

Cognito Forms + Microsoft Excel

Create entries in Cognito Forms for updated rows in Microsoft Excel
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Microsoft Excel + Cognito Forms
Create entries in Cognito Forms from new rows in Microsoft Excel for seamless data management
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Microsoft Excel + Cognito Forms

Make work flow with AI

Level up your Cognito Forms to Microsoft Excel integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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.

Connect Cognito Forms and Microsoft Excel to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Cognito Forms and Microsoft Excel to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported 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.

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Id
  Required
- Template Number
  Required
Action
Search

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
Trigger
Scheduled
Try It

- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Scheduled
Try It
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
Action
Write
- Storage_source
- Folder
- Title
  Required
- Additional Request Headers
- Zap_step_id
Action
Write
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Storage_source
- Folder
- Spreadsheet
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

Learn how to automate Cognito Forms on the Zapier blog

Learn how to automate Microsoft Excel on the Zapier blog

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more Help

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Explore Cognito Forms + Microsoft Excel Integrations