After logging in, you can set up`the workflow as needed in your Zapier Dashboard.
Since we are integrating Zoho Forms and Microsoft Excel, select
Connect this app
With this one
New Form Entry
When this happens
then do this!
after setting this up.
Select the required Zoho Forms account from the dropdown and click
Select the form that you wish to integrate with Microsoft Excel in the
Set up trigger
dropdown and click
Continue. You can test the integration using the
option by creating a test form entry in the respective form.
Select the required Microsoft Excel Account from the dropdown and click
You can choose the appropriate Storage section (Folder, Spreadsheet and Worksheet) for the pushed form entries to be stored.
Map the form fields with the respective column names in the excel sheet from the dropdown provided below each field.
You can test the integration using the
option and choose to review.
to save the setup and start automating your work. You can switch ON/OFF, share or edit your zap whenever required.
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