Youform Office 365

PRODUCTIVITY & STORAGE

Youform meets
Office 365.

Send Youform submissions to Excel, Outlook, and other Office 365 apps. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Office 365 action.

See how to connect

LET’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 Zapier
  1. Make 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.

  2. Choose your connection in Zapier

    Connect Youform as your trigger and choose Office 365 as the next app. Select an action supported by the connector and your account.

  3. Map your answers and test the workflow

    Match your form fields to the action fields. Check a test result in Office 365, 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.

Excel spreadsheet logging

Automatically add form submissions as new rows in an Excel Online spreadsheet, giving your team a familiar interface for reviewing and analyzing response data.

Outlook email notifications

Send formatted Outlook emails to team members whenever a form is submitted, with full submission details included in the email body.

OneDrive file organization

Save form submission data or uploaded files to OneDrive folders, keeping everything organized and accessible to your Microsoft 365 team.

SharePoint list population

Create new items in SharePoint lists from form submissions to feed data into your organization's existing SharePoint-based workflows and dashboards.

GOOD QUESTIONS

Before you
connect.

Need a hand with your setup?

Talk to the Youform team
Is this a native Youform integration?
This connection uses Zapier between Youform and Office 365. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Office 365 in Zapier. Your connected account and the fields required by that action determine what you can send.
Which Microsoft app should receive the answers?
Choose the connector for the job: an Excel workbook for rows, Outlook for a mail or calendar workflow, or the relevant document-storage app. Each has its own supported actions and Microsoft account requirements.
Can I use a workbook stored on SharePoint?
Check the Excel connector’s supported workbook locations and the connected account’s access to the site and file. A visible workbook is not enough if the action cannot access its table.
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.