​Zapier Integrations | Zoho Forms - User Guide

​Zapier Integrations

Integrate Zoho forms to all the applications you already use with Zapier. You will be able to connect your forms to different applications and trigger different actions every time a form is submitted. You can receive instant alerts in your chat tool, assign tasks based on form responses, or update contacts and leads in your CRM. There's a Zap for it all.

Zapier Integrations

You can choose to:

Receive instant notifications


Send Twilio SMS messages for new Zoho Forms submissions
Send Slack messages for new Zoho Forms submissions

See more  Zoho Forms  integrations powered by  Zapier

Turn form submissions into tasks



Add new Zoho Forms submissions to Asana as tasks



Add new Zoho Forms submissions to Trello as cards



Add new Zoho Forms submissions to Zoho Projects as bugs
See more  Zoho Forms  integrations powered by Zapier


And much more



Add new Zoho Forms submissions to Zendesk as tickets



Add new Zoho Forms submissions to Mailchimp as subscribers



Append new Zoho Forms submissions to text files in Dropbox
See more  Zoho Forms  integrations powered by Zapier

Learn more about how to connect your form to an application.

Setting up Zoho Forms - Microsoft Excel integration through Zapier?  

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. Zapier is one such automation service through which this workflow can be set effortlessly.
 
In your form builder,
  1. Navigate the Integrations tab > Automation Services from the list of Integrations.
  2. Under Available Services, hover over Zapier and click Connect option as shown.

    Click Connect

  3. Click Connect Zoho Forms to 5,000+ apps option which will take you to a login page where you can either enter your login details or sign up with Zapier. If you are signing up with Zapier, you will have a follow-up page to put in your work type and preferences.

    Connect Zoho Forms to apps

  4. After logging in, you can set up`the workflow as needed in your Zapier Dashboard.

  5. Since we are integrating Zoho Forms and Microsoft Excel, select Zoho Forms from the Connect this app  dropdown and Microsoft Excel from the With this one dropdown.

  6. Choose New Form Entry from the When this happens dropdown and Add Row from the then do this! dropdown.

  7. Click Try it! after setting this up.

    Create Workflow

  8. Select the required Zoho Forms account from the dropdown and click Continue to proceed. 

    Select Zoho Forms account


  9. 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 Test trigger option by creating a test form entry in the respective form.



  10. Select the required Microsoft Excel Account from the dropdown and click Continue to proceed. 

    Select the Excel account

  11. You can choose the appropriate Storage section (Folder, Spreadsheet and Worksheet) for the pushed form entries to be stored. 

    Select the storage section


  12. Map the form fields with the respective column names in the excel sheet from the dropdown provided below each field.



  13. You can test the integration using the Test action option and choose to review.

  14. Click Publish Zap to save the setup and start automating your work. You can switch ON/OFF, share or edit your zap whenever required.

    Publish Zap


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • 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 ...
                                                                                      • What applications can I integrate my forms with?

                                                                                        You can integrate your forms with Google Docs, Salesforce, WebHooks and Zoho apps like CRM, Desk, Campaigns etc. Also, the Zapier integrations allow you to integrate with over 750 apps. Learn More
                                                                                      • How can I use the values assigned to choices in Formulas, Email Notifications, Thank You page, and Integrations?

                                                                                        Take an order form, for instance. How do you calculate the amount to be paid by your customer? Check out this quick video on how you can use values assigned to the products and collect payments.   Here's how you can achieve this in detail : Build an ...
                                                                                      • Enterprise Workflow Automation with Zoho Forms

                                                                                        What is Workflow Automation? Workflow automation is the process of planning, implementing, and streamlining the flow of business activities and processes such as directing tasks, records, and data across the organization in accordance with the rules ...
                                                                                      • How to push merged document from Zoho Forms to Zoho CRM?

                                                                                        Merged Document refers to the Document Merge template configured with Zoho Writer. To push the merged document to Zoho CRM, you need to configure Email Notification settings and include this Document Merge template with Zoho Writer in the email ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources