You can choose to:
Learn more
about how to connect your form to an application.
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
Zoho Forms
from the
Connect this app
dropdown and
Microsoft Excel
from the
With this one
dropdown.
Choose
New Form Entry
from the
When this happens
dropdown and
Add Row
from the
then do this!
dropdown.
Click
Try it!
after setting this up.
Select the required Zoho Forms account from the dropdown and click
Continue
to proceed.
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.
Select the required Microsoft Excel Account from the dropdown and click
Continue
to proceed.
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
Test action
option and choose to review.
Click
Publish Zap
to save the setup and start automating your work. You can switch ON/OFF, share or edit your zap whenever required.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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