Zoho Flow Interations | Zoho Forms - User Guide

Zoho Flow Integrations

Integrate your forms using Zoho Flow, and the information you collect will always reach the right apps. With this integration, you can connect your forms to different applications and trigger different actions each time a form is submitted. For example, you can create new leads that your forms capture in your CRM, send sales orders to your inventory, feedback to your inbox, invoices to Zoho Books, candidate details to your Recruit portal, events to Google Calendar, assign bugs to team members via Zoho Projects, and a lot more. 

Zoho Flow Integrations

Here are some pre-built Zoho Forms integration flows to get started:

Send sales invoice from Zoho Books for new form submissions in Zoho Forms
Manage your event registrations automatically. No syncing data manually. No paper work.
Create estimates in Billomat for new Zoho Forms submissions
Turn new Zoho Forms submissions into Atera customers
Create Better Uptime incident for new Zoho Forms entries
Create new tickets in Freshdesk from Zoho Forms submissions
Create Freshsales leads for new entries in Zoho Forms
Create Help Scout conversations from a Zoho Forms form entry
Create Invoice Ninja invoices from new Zoho Forms entries
Verify an address via Lob for new entries recorded in Zoho Forms, and add them to a Zoho Sheet spreadsheet
Create new Miro card for new entries in a Zoho Forms form
Create Nutshell contacts for new Zoho Forms submissions
Create a vacancy in People HR for new Zoho Forms submissions
Create a candidate in Recruitee from new responses to a Zoho Forms form

                                                                                                                                          Explore more  Zoho Forms  integrations powered by  


Setting Up Zoho Forms - Microsoft Excel Integration through Zoho Flow

To connect Zoho Forms and Microsoft Excel, you can use integrations with automation services to push the user data from Zoho Forms to Microsoft Excel spreadsheets online. Zoho Flow is one such automation service through which this workflow can be set effortlessly.
 
In your form builder,
  1. Navigate to the Integrations tab > Automation Services from the list of Integrations.
  2. Under Available Services, hover over Zoho Flow and click Connect option as shown.

    Click Connect

  3. Scroll down and click Create one yourself.

    Create a flow yourself

  4. Go to the My Flows tab and click CREATE FLOW to set up the workflow. 

    Create flow

  5.   Enter the Name and Description of the Flow as required. Click CREATE to continue.

    Flow Name and Description

  6. Since we want the flow to be triggered when an event occurs in the app, click Configure in the App section. 

    Configure in App section

  7. Search for Zoho Forms and select it from the list of App triggers. Click Next to proceed.

    Select Zoho Forms

  8. You can choose either the New version or Old version according to your preference. Click Next to continue. 



  9. Click Connect to create a new connection.
  10. Enter the name of the Connection and choose if you want to use this connection to execute all triggers and actions or only specific triggers and actions.  
  11. Click AUTHORIZE to continue.

    Connection Name

  12. In the pop-up, click Accept to authorize Zoho Flow to access data in your Zoho account.

    Authorize

  13. Choose the form you wish to integrate with Microsoft Excel using Zoho Flow.

    Choose the form

  14. Search for Excel and select it from the list of Apps. Drag and drop Add row from the excel actions. 
  15. Click the Edit icon in the Add row box to proceed.

    Add row

  16. Click Connect to create an excel connection which authorizes Zoho Flow to exchange data with Excel.

    Click Connect

  17. Enter the Name of the Connection and choose if you want to use this connection to execute all triggers and actions or only specific triggers and actions. Click Authorize to continue.

    Authorize

  18. Log in with your Microsoft Account.
  19. You can then choose the appropriate storage section (Workbook and Worksheet) for the pushed form entries to be stored. 



  20. Map the form fields with the respective column names in the excel sheet from the INSERT VARIABLE list. Click Done to continue.

    Map form fields

  21. Switch ON the flow to save the set up.

    Enable flow

To create a Zoho Forms integration that you are looking for, refer to the step-by-step instructions here.

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