# How to Integrate Microsoft Excel with Jotform

> To connect Microsoft Excel and Jotform, create a Zap, select Excel as the trigger app, sign in, and configure the trigger event. Then, choose Jotform as the action app, sign in, grant permissions, set up the action details, and click continue to publish and enable the integration.

Canonical: https://livedemo.ai/tutorials/how-to-integrate-microsoft-excel-with-jotform/
Apps: Microsoft, Excel
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4435ab56e05a00fed2ab/preview?step=1

## Steps

1. Head over to the left-side panel, then click 'Create'.
2. Choose 'Zaps' from the list of options.
3. After that, click 'Trigger' to start the integration process.
4. Search for 'Excel' and select it from the suggested results.
5. Next, select your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards and then log into the Microsoft account you prefer to use.
7. Subsequently, click 'Continue'.
8. One by one, fill out the input fields with the required information.
9. Once done, click 'Continue' to run your input and test the Trigger.
10. Tap 'Continue' one more time to proceed further.
11. Following that, search for 'Jotform' and choose it as the Action app.
12. Next, click the drop-down menu and choose your preferred 'Action Event'.
13. Tap 'Sign In' afterwards and then log into your active Jotform account.
14. Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.
15. Provide all the information needed to set up the Action.
16. Finally, tap 'Continue' to publish and enable the integration.
17. After completing these steps, your Jotform account will be integrated with Microsoft Excel.