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Have you ever thought it would be convenient if data submitted through a Google Form could be automatically transferred to Microsoft Excel?
While Google Forms can be easily integrated with Google Sheets by default, there may be situations where only Excel is available within your organization.
In this article, we’ll explain how to automatically transfer Google Form responses to Microsoft Excel.
No complex setup is required—we’ll walk you through a simple method that anyone can follow, so be sure to check it out!
This article introduces an integration method using the no-code tool Yoom.
No complicated configurations or operations are needed, so even non-engineers can easily implement it.
You can get started right away using the template below—give it a try!
[What is Yoom]
Let's introduce the flow of "Registering Google Form responses in Microsoft Excel"!
Things to Prepare in Advance
Microsoft Excel: The sheet used as a database
Google Forms: This time, we will use the form below for explanation!
Step 1: My App Integration
Register your Microsoft Excel and Google Forms as My Apps!
(1) To integrate, log in to Yoom and click on My Apps on the left side of the screen
(2) A +New Connection button will appear on the right side of the screen, click it
How to Register Microsoft Excel as My App
(1) Select Microsoft Excel from the list of apps
(2) Enter the account information to integrate through Sign In
(3) My App registration is complete!
Note: Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail.
How to Register Google Forms as My App
(1) Select Google Forms from the list of apps
(2) Click Sign in with Google
(3) In the account selection screen, select and click the account you want to integrate
(4) In the Yoom login screen, check if the account information to integrate is correct and click Next
(5) In the "Yoom is requesting additional access to your Google Account" screen, click Continue to complete My App registration!
After Completing Registration with Yoom
(1) Go to the banner below and click "Try this template!"
(2) Select a project from the workspace list
※ The copied template will be stored in "My Projects" within the project selected in (2).
(3) Click "Edit" at the top right of the flow list screen
(1) Click "App Trigger" from the flow list screen
(2) Set the title of the app trigger
※ You can use the originally set title as is!
(3) Check if the account information linked with Google Forms is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "When a response is submitted to the form" as the trigger action
(5) Click Next
■ API Connection Settings for App Trigger
(6) Set the trigger activation interval to 5 minutes
※ The activation interval that can be set varies depending on the plan.
(7) Enter the Form ID from the "●●●●●●" part of "https://docs.google.com/forms/d/●●●●●●/edit"
(8) If there are no errors in the test, click Save
※ For how to obtain the response content when using Google Forms as a trigger, please refer to here.
(1) Click "Operate the Database"
(2) Set the title
※ You can use the originally set title as is!
(3) Check if the account information linked with Microsoft Excel is correct
※ If the account information is not displayed, click +Add Linked Account to register.
(4) Select "Add Record" as the execution action
(5) Set each item of the database linkage
(6) Click Next
※ For details on setting up the database operation, please check here.
■ Detailed Settings for Database Operation
(7) Set each item of the values for the record to be added
※ The item names will change depending on the information of the sheet specified in the database linkage.
Set it to link the information of "When a response is submitted to the form" to the items in Microsoft Excel.
(8) Click Test and check Microsoft Excel!
(9) If there are no errors, click Save
(10) Return to the flow list screen and change the app trigger to ON to complete the flow setup!
In addition to the integrations introduced today, it is possible to achieve various automations by utilizing the APIs of Google Forms and Microsoft Excel.
If you find something interesting, please give it a try!
It is possible to integrate by adding information from Google Forms to Microsoft Excel and then automatically notifying Microsoft Teams, or by creating documents in Microsoft Excel based on responses submitted to Google Forms.
Additionally, you can automatically add data to Microsoft Excel by using OCR to read business card images submitted through Google Forms.
Notify Chat Tools When a Response is Submitted in Google Forms
Automatically notify Slack, Discord, etc., when a response is submitted in Google Forms.
■Overview
This flow notifies Google Chat of the response content when a new response is submitted to a Google Form.
■Recommended for
1. Teams using both Google Forms and Google Chat
・Those who accept surveys or applications via Google Forms and want to notify Google Chat of responses in real-time
・Those who want to share response content with the team to promote prompt action and discussion
・Those who want to eliminate the hassle of manual notifications and information sharing
2. Individuals using Google Forms for information gathering
・Those who want to receive notifications in Google Chat when there is a response to their Google Form
・Those who want to immediately check the response content and take necessary actions
■Benefits of using this template
・Notifications are sent to Google Chat immediately after a new response is submitted to a Google Form, allowing for prompt action.
・Sharing response content in Google Chat facilitates smooth information sharing among team members, leading to efficient responses.
・Eliminating the need for manual notifications and information sharing improves work efficiency, allowing more time for other tasks.
■Notes
・Please integrate both Google Forms and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/ja/articles/6807133
■Overview
This is a flow that notifies Discord of responses from Google Forms.
■Recommended for
1. Those who use Discord as their main communication tool
・Companies that use it to keep records of interactions within departments
・Team representatives who use it for information sharing
2. Those who use Google Forms for information gathering
・Customer service departments that want to collect surveys from seminar participants in advance
・HR representatives who utilize Google Forms for recruitment activities
■Benefits of using this template
Using Discord for information sharing within teams or departments is very effective for visualizing information and streamlining operations.
However, when responses from Google Forms are received at a specific email address, manually sharing that information on Discord can be a significant hassle.
This flow is effective for those who want to smoothly share responses obtained from Google Forms within their team.
Since it automatically notifies Discord of the content of Google Form responses, quick information sharing becomes possible.
Additionally, as the notification content is quoted from the response content, it prevents input errors in the content.
■Notes
・Please integrate both Discord and Google Forms with Yoom.
・For the method of obtaining response content when using Google Forms as a trigger, please refer to the link below.
◼️Overview
When a response is submitted via Google Forms, a notification will be sent to any designated Slack channel.
The target channel and message content can be customized as desired.
◼️Setup Instructions
1. Integrate Google Forms and Slack with Yoom. (My App Integration)
2. Set the form ID with the trigger "When a response is submitted to the form" and run a test.
3. Once the test is successful, you can retrieve the response information from the form. Select the information you want to obtain from the response using the [+] button and store it in the output.
4. In the "Notify Slack" operation, set the target channel and message content based on the response details obtained from Google Forms.
◼️Notes
・Account integration with both Google Forms and Slack is required.
・Please adjust the question settings in Google Forms as needed.
Generate documents from Google Form responses and save them to cloud storage
Automatically generate documents in Google Docs or Google Sheets from Google Form responses and save them to OneDrive or other cloud storage services.
Register the content submitted via Google Forms to a task tool
Automatically register the content submitted via Google Forms as a task in tools like Trello or Asana.
■Overview
This is a flow to create issues in Jira Software using responses from Google Forms.
With Yoom, you can easily integrate apps without programming.
■Recommended for
1. Those who use Google Forms to collect surveys and feedback
・Those who want to quickly reflect form responses as tasks and streamline project management
2. Those who use Jira Software as a project management tool
・Those who manage team tasks and issues using Jira Software and want to import data obtained from Google Forms
■Benefits of using this template
By integrating Google Forms with Jira Software, you can directly register information collected from forms into Jira Software.
This eliminates the need for manual data transfer and enables prompt responses.
Furthermore, utilizing this flow can improve work efficiency and accuracy.
Automation reduces the risk of human error and enhances the quality of project management. By quickly adding tasks, information sharing among members becomes smoother, and the overall team work efficiency will improve.
■Notes
・Please integrate both Google Forms and Jira Software with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
■Overview
This is a flow to register information entered in Google Forms into Trello.
■Recommended for
1. Those who collect information using input forms
・Companies using Google Forms
・Those who organize and aggregate collected information
2. Those who manage tasks with Trello
・Those managing project tasks with Trello
・Those adding Google Forms responses as tasks
■Benefits of using this template
Google Forms can be used as a form for surveys from users or inquiries from customers.
However, if you manage the responses from Google Forms as tasks, you might find the manual entry into tools time-consuming and cumbersome.
This template allows you to automatically register Google Forms responses into Trello, reducing the burden of manual entry.
Even if there are many responses to Google Forms, tasks can be added to Trello seamlessly, making task management more efficient.
Additionally, by integrating with chat tools, you can notify task additions to Trello, facilitating smooth task sharing.
■Notes
・Please integrate both Google Forms and Trello with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
Extract text with AI from content sent via chat tools and add it to Microsoft Excel
Automatically extract specific content from messages posted on Google Chat or Microsoft Teams and add it to Microsoft Excel.
Add Information Registered in Customer Management Tool to Microsoft Excel
Automatically add customer information registered in tools like Salesforce or HubSpot to Microsoft Excel.
■Overview
This is a flow that adds a lead to Microsoft Excel when it is registered in Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between applications.
■Recommended for
1. Those who manage sales data with Microsoft Dynamics365 Sales
・Sales department personnel utilizing Microsoft Dynamics365 Sales
・Those who analyze lead information to aid in formulating sales strategies
2. Those who use Microsoft Excel for business
・Those who transfer lead information to Microsoft Excel for data analysis
・Those who want to streamline the process of transferring data to Microsoft Excel
■Benefits of using this template
When transferring lead information from Microsoft Dynamics365 Sales to Microsoft Excel for data analysis, manual transfer can be cumbersome.
Moreover, data entry errors can compromise the accuracy of data analysis and negatively impact sales strategies.
With this flow, you can transfer leads registered in Microsoft Dynamics365 Sales to Microsoft Excel, streamlining manual tasks.
By automating data transfer to Microsoft Excel, you can prevent data entry errors and omissions, thereby enhancing the accuracy of data analysis.
■Notes
・Please integrate Yoom with both Microsoft Dynamics365 Sales and Microsoft Excel.
・Microsoft365 (formerly Office365) has both consumer and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that adds a Salesforce ToDo object to a Microsoft Excel database when it is registered.
■Recommended for
1. Business personnel using Salesforce ToDo objects
・For those who want to list and analyze tasks managed with Salesforce ToDo objects in Microsoft Excel
2. Team leaders and managers
・For those who want to visualize ToDo information in Microsoft Excel to help with progress management and understanding the team's situation
■Benefits of using this template
Salesforce is a convenient tool for customer management, but manually entering information into a Microsoft Excel database every time a ToDo object is registered can lead to input errors and information omissions.
By utilizing this flow, necessary information is automatically added to the Microsoft Excel database when a ToDo object is registered in Salesforce. This frees the personnel from manual input tasks, allowing them to focus on more important tasks such as processing ToDos and customer interactions.
■Notes
・Please integrate Salesforce and Microsoft Excel with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds a contact to Microsoft Excel when it is created in HubSpot.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Companies using HubSpot for marketing and sales activities
・Those who want to utilize registered lead information in other apps
・Those who want to eliminate the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who consolidate and manage lead information in Microsoft Excel
・Those who aim to speed up the sharing and follow-up of lead information
■Benefits of using this template
HubSpot is a tool that helps streamline marketing, sales activities, and customer management. However, if you are using other tools for lead information management, manually entering data every time a lead is registered can be not only cumbersome but also prone to transcription errors and omissions.
By using this template, when a contact is registered in HubSpot, the data can be automatically reflected in Microsoft Excel. This eliminates the need for manual work, reducing the burden on staff, shortening work time, and preventing transcription errors.
■Notes
・Please integrate both HubSpot and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
Add information to Microsoft Excel when an order is placed on the e-commerce site
When an order is placed on platforms like Shopify or BASE, the information is automatically added to Microsoft Excel.
■Overview
This is a flow that adds orders from WooCommerce to Microsoft Excel.
■Recommended for
1. Those who use Microsoft Excel for business
・Sales management personnel who centrally manage order information
・Those who analyze order information to measure campaign effectiveness and utilize it for marketing strategies
2. Companies operating e-commerce sites that have implemented WooCommerce
・Small and medium-sized enterprises conducting online sales of their products
・Those who link order information to Microsoft Excel to carry out sales operations
■Benefits of using this template
By implementing WooCommerce, you can build an e-commerce site tailored to your business, allowing you to efficiently sell products and services online.
However, if you are using Microsoft Excel to manage order information, manual data integration can be cumbersome.
This template allows for automatic data integration into Microsoft Excel when an order is placed on WooCommerce.
If you are conducting analysis based on Microsoft Excel data, the speed of data integration allows you to proceed with your work efficiently.
Additionally, by eliminating manual tasks, you can prevent input errors and omissions, reducing the workload involved in data management.
■Notes
・Please integrate WooCommerce and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that adds orders from BASE to Microsoft Excel.
■Recommended for
1. Those who use BASE for business
・Those who use it for operating an e-commerce site
・Those who register and manage customer and inventory information
2. Those who use Microsoft Excel for business
・Those who manage data and use it for analysis
■Benefits of using this template
BASE is a tool that can be used as a platform for selling your own products.
By managing order information in Microsoft Excel at the same time, you can smoothly conduct data analysis.
However, manually adding information to Microsoft Excel every time an order occurs in BASE may reduce information transparency.
This flow is suitable for those who want to keep shared information within the team accurate.
By using this flow, data is automatically added to Microsoft Excel triggered by an order occurrence in BASE.
This not only eliminates manual work but also prevents human error and maintains information transparency.
Additionally, since information can be shared without waiting for manual input, it leads to faster business progress.
■Notes
・Please integrate both BASE and Microsoft Excel with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail.
■Overview
This is a flow that adds a record to Microsoft Excel when an order is placed on Shopify.
■Recommended for
1. Shopify Store Owners
・Those who want to manage and analyze Shopify order information in Excel
・Those who want to eliminate manual order information entry and improve operational efficiency
・Those who conduct sales analysis and customer management in Microsoft Excel and want to integrate Shopify order information
2. E-commerce Site Managers
・Those who want to automatically import Shopify order information into Excel for custom analysis and report creation
・Those who want to incorporate Shopify order information into workflows built in Microsoft Excel for seamless business integration
・Those who want to automatically import Shopify order information even in Excel environments where integration with other systems is difficult
■Benefits of Using This Template
・Centralizing product information in Shopify makes it easier to manage inventory and understand sales status.
・Automatically adding order information generated in Shopify to Excel reduces manual entry errors and time loss.
■Notes
・Please integrate both Shopify and Microsoft Excel with Yoom.
・Shopify is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has a Home Plan and a General Business Plan (Microsoft365 Business), and if you are not subscribed to the General Business Plan, authentication may fail.
Typically, Google Forms can directly integrate with Google Sheets, but it cannot integrate with Microsoft Excel using standard features.
However, as introduced here, by utilizing Yoom, you can automatically transfer Google Forms responses to Excel. This can be very convenient when Google Sheets is not an option.
Additionally, Excel allows for advanced analysis using pivot tables and functions, enabling more effective use of accumulated data.
By combining Google Forms and Excel, you can streamline everything from data collection to management and analysis.
We have seen that integrating Microsoft Excel with Google Forms can enhance work efficiency.
With Google Forms data automatically recorded in Excel, the effort of data entry is reduced, allowing for smooth information updates and analysis.
Please take this opportunity to try integrating Microsoft Excel with Google Forms.
