Cognito Forms + Microsoft Excel Integration

Integrate Cognito Forms to Microsoft Excel in one click, or tell Integrately AI how you want each submission handled. Log form entries, update your spreadsheets, alert your team, and track your data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Microsoft Excel
    Row is created in Microsoft Excel
  • Microsoft Excel
    Row is created or updated in Microsoft Excel
  • Microsoft Excel
    Row is created in table in Microsoft Excel
  • Microsoft Excel
    Worksheet is created in Microsoft Excel
Arrow Right
2.
  • Microsoft Excel
    Delete row in Microsoft Excel
  • Microsoft Excel
    Create row in Microsoft Excel
  • Microsoft Excel
    Update row in Microsoft Excel
  • Microsoft Excel
    Search row using column and value in Microsoft Excel
  • Microsoft Excel
    Create row in table in Microsoft Excel
  • Microsoft Excel
    Create worksheet in Microsoft Excel

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Ready Workflows Ready Workflows for Cognito Forms + Microsoft Excel Integration

Capture submissions, log entries, keep spreadsheets updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Cognito Forms + Microsoft Excel Integration

Create Microsoft Excel row for new Cognito Forms entry

When you receive a new Cognito Forms entry, automatically a row is created for you with the responses from Cognito Forms in Microsoft Excel. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Microsoft Excel with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cognito Forms + Microsoft Excel flow

Form data needs to reach your CRM, notify your team, and trigger follow-up tasks without manual entry. Pick a combination and activate it in one click.

Cognito Forms
Microsoft Excel
+
GmailGmail (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
C
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Add every Cognito Forms entry to your Microsoft Excel sheet, and email the details via Gmail.
New form submissions land in your spreadsheet instantly while Gmail sends a confirmation email, removing manual copying.
C
M
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When a Cognito Forms entry is updated, update the Microsoft Excel row and send an email alert in Gmail.
Updated form entries refresh your Microsoft Excel sheet and trigger an instant notification email in Gmail.
C
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Use Gemini to review every Cognito Forms entry, add it to Microsoft Excel, and email a summary via Gmail.
Gemini analyses new form submissions before they are logged in Microsoft Excel and emailed through Gmail.
C
M
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Add every Cognito Forms entry to Microsoft Excel, create a follow-up task, and email the client via Gmail.
Form submissions populate your spreadsheet and trigger a confirmation email through Gmail for the client.

Supported triggers and actions for Cognito Forms and Microsoft Excel

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Try it →
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Try it →
No action is available
Microsoft Excel
Microsoft Excel Triggers & Actions
Row is created in Microsoft Excel
Triggers the automation when a new row is added to a spreadsheet
Try it →
Row is created or updated in Microsoft Excel
Triggers the automation when a row is created or updated
Try it →
Row is created in table in Microsoft Excel
Triggers the automation when a new row is created in a table
Try it →
Worksheet is created in Microsoft Excel
Triggers the automation when a new worksheet is created
Try it →
Delete row in Microsoft Excel
Removes a row from a sheet in Microsoft Excel
Try it →
Create row in Microsoft Excel
Adds a new row to a designated dataset
Try it →
Update row in Microsoft Excel
Updates a specified row in a spreadsheet or database
Try it →
Search row using column and value in Microsoft Excel
Locates and retrieves rows based on a particular column and value parameter
Try it →
Create row in table in Microsoft Excel
Adds a new row to an existing table
Try it →
Create worksheet in Microsoft Excel
Generates a new worksheet with particular details
Try it →

What can you automate with Cognito Forms + Microsoft Excel?

Streamline your data collection and spreadsheet management with automated workflows designed for your exact operational needs.

What you can automate?
📝
Log every form entry into Microsoft Excel automatically
Send every new Cognito Forms submission straight to your Microsoft Excel spreadsheet the moment it is submitted, eliminating manual copy-pasting.
📋
Capture every submitted field in separate spreadsheet columns
Map all available form inputs into individual Microsoft Excel columns rather than a single cell, making your data ready for analysis.
🔔
Notify your team the second an entry arrives
Trigger instant team alerts in Slack or via email whenever a new form submission populates your Microsoft Excel spreadsheet.
🔀
Route submissions based on specific form answers
Perform different actions or update specific Microsoft Excel tables depending on the tier or department selected in the form.
🔄
Keep your destination sheet updated when entries change
Automatically update existing spreadsheet rows whenever a user modifies their previously submitted form entry.
🔍
Search and update instead of creating duplicates
Look up existing spreadsheet rows using submitted column values and update them rather than generating duplicate records.
🏷️
Handle later status changes and follow-ups
Track the lifecycle of each submission by updating spreadsheet rows when requests are approved, completed, or cancelled.
🔗
Extend your workflow to external apps like HubSpot
Connect your form and spreadsheet data to HubSpot or other business tools to keep your entire software stack synchronized.
And much more...

Who is Cognito Forms + Microsoft Excel integration for?

Teams collecting web submissions and managing records in spreadsheets benefit by eliminating manual data entry and keeping reports current.

Data analysts
Data analysts
Sales development reps
Sales development reps
Project managers
Project managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Finance administrators
Finance administrators
📈
Data analysts
You're compiling weekly reports from web submissions but your tracking sheet only updates when someone manually exports entries, so the numbers you're analysing are always hours behind — this integration means every new entry lands in the sheet instantly and your data stays current.
Sales development reps
You need to act fast on incoming leads, but form responses sit unread in your notification inbox until someone checks them, so prospective clients wait too long for a response — automating both apps means every new submission populates your spreadsheet immediately so you can reach out first.
📊
Project managers
You answer to stakeholders who want to see live intake metrics, but copying form data into your tracking workbook takes hours every week and introduces errors — connecting these apps means your project spreadsheet updates automatically with every submission.
📥
Customer support leads
The volume of intake submissions is too high for your team to log by hand without missing critical details, leaving rows empty and follow-ups delayed — this integration means every form response is recorded accurately in your spreadsheet without manual effort.
🔄
Operations coordinators
You depend on upstream form submissions to kick off your intake pipeline, but waiting for manual exports stalls your workflow and frustrates downstream teams — automating both apps means every entry flows directly into your tracking system the moment it is submitted.
🗂️
Finance administrators
You need a reliable history of all submitted requests, but manual spreadsheet entry always results in gaps and mismatched records — connecting these apps means every form submission is logged cleanly with zero missing data.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Cognito Forms + Microsoft Excel

Build and manage your Cognito Forms + Microsoft Excel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Cognito Forms + Microsoft Excel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Cognito Forms to Microsoft Excel?
Frequently Asked Questions
You can connect Cognito Forms to Microsoft Excel in 1 click using ready templates or Integrately AI. Start by selecting your trigger in Cognito Forms and your action in Microsoft Excel, then let Integrately handle the rest alongside tools like Gmail, Slack, and HubSpot.
Can I automatically save every Cognito Forms entry as a new row in Microsoft Excel?
Frequently Asked Questions
Can I connect Cognito Forms, Microsoft Excel, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and Microsoft Excel?
Frequently Asked Questions
How does Cognito Forms data map into Microsoft Excel columns?
Frequently Asked Questions
Can I update existing Microsoft Excel rows when a Cognito Forms entry changes?
Frequently Asked Questions
Do I need coding skills to automate Cognito Forms and Microsoft Excel?
Frequently Asked Questions
Is the Cognito Forms and Microsoft Excel integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Microsoft Excel
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