How to Integrate Microsoft Excel with SurveyMonkey
- George Apostolov
How to Integrate Microsoft Excel with SurveyMonkey: step-by-step guide
Navigate to the left-side panel, then click 'Create'.
Select 'Zaps' from the list of options.
After that, click 'Trigger' to start the integration process.
Search for 'Excel' and choose it from the suggested results.
Next, pick your preferred 'Trigger Event'.
Tap 'Sign In' afterwards and then log into your active Microsoft account.
Subsequently, tap 'Continue'.
One by one, fill out the input fields with the required information.
Once done, tap 'Continue' to run your input and test Trigger.
Click 'Continue' one more time to proceed further.
Following that, search for 'SurveyMonkey' and select it as the Action app.
Click the drop-down menu and then select the 'Action Event' you wish to use.
Tap 'Sign In' afterwards, then log into your SurveyMonkey account.
Subsequently, specify your preferred Datacenter and then click 'Yes, Continue to SurveyMonkey'.
Click 'Authorize' afterwards to grant the necessary permissions.
Provide all the necessary details to set up the Action properly.
Once done, tap 'Continue' to publish and activate the integration.
After completing these steps, your SurveyMonkey forms will be integrated with Microsoft Excel.
Quick answer: To integrate Microsoft Excel with SurveyMonkey, navigate to Create, select Zaps, and set up Excel as the trigger by signing in and filling out the required fields. Next, choose SurveyMonkey as the action app, sign in to authorize the connection, provide the necessary details, and tap Continue to publish.
About this Microsoft tutorial
Connect Microsoft Excel with SurveyMonkey by configuring trigger and action events to successfully integrate your forms. This guide shows how to integrate Microsoft Excel with SurveyMonkey in 18 steps, starting with "Navigate to the left-side panel, then click 'Create'" and finishing with "After completing these steps, your SurveyMonkey forms 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 SurveyMonkey?
18 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, Excel and SurveyMonkey. Related guides: How to Integrate Microsoft Excel with Trello, How to Integrate Microsoft Excel with Typeform and How to Integrate Microsoft Excel with Webflow. Last reviewed 05 Oct 2026.
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