Lead tracking spreadsheet
Automatically log every lead from your contact form into an Excel spreadsheet for your sales team to track and follow up on.
SPREADSHEETS & DATABASES
Youform meets
Excel Online.
Automatically log form submissions to Excel Online spreadsheets. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Excel Online action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Excel Online as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Excel Online, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Survey data collection
Collect survey responses in Excel Online where you can use pivot tables, charts, and formulas to analyze results and generate reports.
Expense and receipt submissions
Let employees submit expense reports through a form and automatically log each entry in a shared Excel spreadsheet for finance to review.
Order and inventory logging
Record product orders or inventory requests in Excel Online for teams that use Microsoft 365 as their primary workspace.
Is this a native Youform integration?
This connection uses Zapier between Youform and Excel Online. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Excel Online in Zapier. Your connected account and the fields required by that action determine what you can send.
How does this differ from the Google Sheets connection?
Google Sheets connects directly to Youform. An Excel Online workflow uses the supported Microsoft connector in your automation tool. Choose the destination workbook and table and check the Microsoft account’s access.
Can my team still use the desktop Excel app?
A cloud workbook can be opened in desktop Excel when the team has access. Point the automation at the supported online workbook location; a file stored only on someone’s computer is a different setup.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
