Integrating Zoho Forms with Microsoft Excel Using Pabbly Connect

Learn how to seamlessly integrate Zoho Forms with Microsoft Excel using Pabbly Connect. Follow our step-by-step tutorial to automate your form submissions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. This platform serves as the central hub for automating the connection between Zoho Forms and Microsoft Excel. Start by logging into your Pabbly account.

Once logged in, navigate to the dashboard where you will find various applications. Click on the option to access Pabbly Connect and proceed to create a new workflow. This is where you will set up the automation for adding a Microsoft Excel row for each Zoho Forms submission.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that utilizes Pabbly Connect to automate data entry. Click on the big blue button labeled ‘Create Workflow’ and name it appropriately, such as ‘Add Microsoft Excel Row for Zoho Form Submission’. After naming, click on the ‘Create’ button to proceed.

• Choose the trigger event as ‘New Form Submitted’.
• Connect to your Zoho Forms account.
• Set up the action to add a new row in Microsoft Excel.

After setting up the trigger, ensure you have both Zoho Forms and Microsoft Excel open in separate tabs for easy access. This will streamline the integration process through Pabbly Connect.

3. Setting Up Zoho Forms with Pabbly Connect

Next, you will connect your Zoho Forms to Pabbly Connect by using a webhook URL. Copy the webhook URL provided in the Pabbly workflow and navigate to your Zoho Forms Builder page. In the Builder, find the ‘Integrations’ section.

Scroll down to locate the ‘Webhooks’ option. Paste the copied webhook URL into the designated field and set the content type to ‘application/json’. Then, map the required parameters such as first name, last name, subject, topic, and class to ensure accurate data transfer.

4. Testing the Integration with Sample Submission

After configuring the webhook in Zoho Forms, it’s time to test the integration. Go back to your Pabbly Connect workflow, which should be waiting for a webhook response. Fill out your Zoho form with sample data and submit it.

Once submitted, return to your Pabbly workflow to check if the response has been captured. If successful, you will see the details you entered reflected in the Pabbly Connect interface. This confirms that Zoho Forms is correctly sending data to Pabbly Connect.

5. Adding a Row in Microsoft Excel via Pabbly Connect

With the successful test submission, the next step is to set the action in Pabbly Connect to add a new row in Microsoft Excel. Choose the action event ‘Add Row to Worksheet’ and connect your Microsoft Excel account.

Once connected, select the appropriate workbook and worksheet where the data will be stored. Map the fields from the Zoho Forms submission to the corresponding columns in Excel, ensuring that each piece of data aligns correctly. Click on ‘Save and Send Test Request’ to finalize the process.

Conclusion

Integrating Zoho Forms with Microsoft Excel using Pabbly Connect allows for seamless data management. By following these steps, you can automate the process of capturing form submissions directly into your Excel workbook, enhancing efficiency and accuracy.