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.
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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.
Select a trigger from Cognito Forms
Setup an action from Microsoft Excel
That’s it! You just connected Cognito Forms to Microsoft Excel
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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.
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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.
