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!
Recommended for
Those who manage Google Form responses in Microsoft Excel
Those looking to streamline their workflow using Google Forms and Microsoft Excel
Those who want to prevent errors or omissions when manually entering Google Form responses into Excel
For those who want to try it right away
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]
How to Create a Flow to Integrate Microsoft Excel and Google Forms
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
Step 2: Set the Trigger
(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.
Step 3: Operate the Database
(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
File Save Location: Select from the dropdown menu
Drive ID: Select from the options
Item ID: Select from the options
Sheet Name: Select from the options
Table Range: Specify in text
(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!
Other Automation Examples Using Google Forms and Microsoft Excel
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!
Automation Examples Integrating Google Forms and Microsoft Excel
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.
Example of Automation Using 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.
Notify on Google Chat when there is a response to a Google Form.
■Overview Isn't it a time-consuming task to check each inquiry or survey response received via Google Forms and share it with the team every time? Manual copying and sharing can also lead to delays in handling and missed information. By using this workflow, when a new response is submitted to Google Forms, its content is automatically notified to Discord, allowing you to smoothly resolve these issues.
■Recommended for ・People who manually share responses received via Google Forms with their team ・Those who use Discord as a primary communication tool and want to improve the efficiency of information sharing ・Those who want to increase the speed of handling inquiries from forms and improve customer satisfaction
■Notes ・Please connect Yoom with both Google Forms and Discord. ・For how to retrieve response content when using Google Forms as a trigger, please see the following: https://intercom.help/yoom/en/articles/6807133 ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on your plan.
■Overview Isn't it a hassle to share inquiries or survey responses received via Google Forms with stakeholders each time? Manual sharing can lead to delayed handling or missed information. By leveraging this workflow, as soon as a response is submitted to Google Forms, it can automatically notify the specified Slack channel, enabling fast and reliable information sharing and improving the quality of follow-up.
■Recommended for ・Those who want to quickly share responses received via Google Forms with the team on Slack ・Those who find manual information sharing burdensome and want to prevent missed or delayed notifications ・Team leaders who want to speed up the transition to the next action based on the form response content
■Notes ・Please integrate Yoom with both Google Forms and Slack. ・You can choose a trigger run interval of 5, 10, 15, 30, or 60 minutes. ・The shortest run interval depends on your plan. ・For how to retrieve response contents when using Google Forms as a trigger, please see below. https://intercom.help/yoom/en/articles/6807133
■Overview Manually transcribing inquiries and task requests received via Google Forms into Trello each time can be time-consuming. Especially when many responses are received, human errors such as input mistakes and transcription omissions are more likely to occur. By using this workflow, as soon as a response is submitted to Google Forms, a card is automatically created in Trello, solving these issues caused by manual work.
■Recommended for ・People responsible for managing tasks in Trello based on information received via Google Forms ・Those who find it time-consuming to manually transcribe requests from the form into Trello ・Those who want to automate the linkage between the form and the task management tool to improve operational efficiency
■Notes ・Please connect Yoom with both Google Forms and Trello. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies depending on the plan. ・For how to obtain response contents when using Google Forms as the trigger, please refer to the following: https://intercom.help/yoom/en/articles/6807133
■Overview Are you manually copying information into Microsoft Excel every time a new order comes in on Shopify? This work not only takes time, but can also lead to human errors such as input mistakes. By using this workflow, when an order occurs in Shopify, the order information can be automatically added to Microsoft Excel, resolving issues related to manual work and improving operational accuracy.
■Recommended for - E-commerce staff who manage Shopify order information in Microsoft Excel - Those who want to eliminate input errors and time loss caused by manual data entry - Managers who want to streamline back-office operations in e-commerce site management
■Notes - Please connect both Shopify and Microsoft Excel with Yoom. - You can choose the trigger interval to run every 5, 10, 15, 30, or 60 minutes. - The minimum trigger interval varies by plan. - Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. - For the operation settings for manipulating the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081 - Shopify is an app available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, the Flow Bot operations or Data Connects you set will result in errors. - 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 otherwise restricted.
Benefits of Integrating Microsoft Excel with Google Forms
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.
Conclusion
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.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a dental hygienist to the IT industry, I previously worked at a web company where I was involved in tasks such as web page replacements as a director's assistant. Leveraging this experience, I am now fully dedicated to conveying the appeal of Yoom to everyone. With an approach that combines technology and user perspective, I am genuinely committed to helping enhance your operational efficiency through Yoom.
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