​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

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