How to Integrate Microsoft Excel with Formstack
- George Apostolov
How to Integrate Microsoft Excel with Formstack: step-by-step guide
Head over to the left-side panel and tap 'Create'.
Select 'Zaps' from the list of options.
After that, tap 'Trigger' to start the integration process.
Search for 'Excel' and select it from the suggested results.
Next, choose your preferred 'Trigger Event'.
Tap 'Sign In' afterwards, then log into the Microsoft account you prefer to use.
Subsequently, click 'Continue'.
One by one, fill out the input fields with the required information.
Once done, tap 'Continue' to run your input and test the Trigger.
Click 'Continue' one more time to proceed further.
Following that, search for 'Formstack' and choose it as the Action app.
Next, click the drop-down menu and specify the 'Action Event' you prefer to use.
Tap 'Sign In' afterwards and then log into your active Formstack account.
Subsequently, click 'Authorize' to agree with the terms and grant the necessary permissions.
Provide all the information needed to set up the Action.
Once done, tap 'Continue' to publish and enable the integration.
After completing these steps, your Formstack account will be integrated with Microsoft Excel.
Quick answer: To integrate Microsoft Excel with Formstack, create a Zap, select Excel as the trigger app, sign in, test the trigger, and then choose Formstack as the action app, sign in, authorize the connection, and complete the setup to enable the integration.
About this Microsoft tutorial
Connect Microsoft Excel and Formstack by creating a Zap, configuring the trigger and action events, and signing in to both accounts. This guide shows how to integrate Microsoft Excel with Formstack in 17 steps, starting with "Head over to the left-side panel and tap 'Create'" and finishing with "After completing these steps, your Formstack account will be integrated with Microsoft...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Microsoft Excel with Formstack?
17 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft and Excel. Related guides: How to Integrate Microsoft Excel with Google Forms, How to Integrate Microsoft Excel with Google Sheets and How to Integrate Microsoft Excel with HubSpot. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
