How to Integrate Microsoft Excel with Jotform
- George Apostolov
How to Integrate Microsoft Excel with Jotform: step-by-step guide
Head over to the left-side panel, then click 'Create'.
Choose 'Zaps' from the list of options.
After that, click 'Trigger' to start the integration process.
Search for 'Excel' and select it from the suggested results.
Next, select your preferred 'Trigger Event'.
Tap 'Sign In' afterwards and 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, click 'Continue' to run your input and test the Trigger.
Tap 'Continue' one more time to proceed further.
Following that, search for 'Jotform' and choose it as the Action app.
Next, click the drop-down menu and choose your preferred 'Action Event'.
Tap 'Sign In' afterwards and then log into your active Jotform account.
Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.
Provide all the information needed to set up the Action.
Finally, tap 'Continue' to publish and enable the integration.
After completing these steps, your Jotform account will be integrated with Microsoft Excel.
Quick answer: 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.
About this Microsoft tutorial
Integrate Microsoft Excel with Jotform by setting up a Zap, configuring your trigger and action events, and granting necessary account permissions. This guide shows how to integrate Microsoft Excel with Jotform in 17 steps, starting with "Head over to the left-side panel, then click 'Create'" and finishing with "After completing these steps, your Jotform account will be integrated with Microsoft Excel". 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 Jotform?
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 Loop, How to Integrate Microsoft Excel with Mailchimp and How to Integrate Microsoft Excel with Microsoft Forms. Last reviewed 05 Oct 2026.
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