・
In today’s business environment, efficient data management and quick response times are essential.
For sales professionals and event planners in particular, manually processing customer information can be time-consuming and prone to errors.
That’s why we recommend integrating Google Forms with Microsoft Excel.
In this article, we’ll walk you through a no-code method to link Google Forms with Microsoft Excel.
With this integration, any information submitted through a Google Form can be automatically transferred to Microsoft Excel, making it easy to generate quotes, order forms, or other documents.
This not only boosts efficiency, but also improves customer satisfaction—making it a great help for anyone with a busy schedule.
This article introduces a no-code integration using Yoom.
No complicated setup or technical knowledge is required—even non-engineers can get started easily.
You can start right away using the template below, so give it a try!
[About Yoom]
Now, let's introduce the workflow for "creating documents in Microsoft Excel based on responses from Google Forms."
Things to Prepare in Advance
・Create a form using Google Forms to fill in the information needed for the document you want to create
・Create a template document in Microsoft Excel by referring to "How to Set Up Document Issuance"
Before You Start
If you do not have a Yoom account, please create one from the Yoom account issuance page.
If you are using Yoom for the first time, check out First Time with Yoom.
Register your Google Forms and Microsoft Excel in My Apps!
(1) To integrate, log in to Yoom and click on My Apps on the left side of the screen
(2) Click the +New Connection button displayed on the right side of the screen
How to Register Google Forms in My Apps
(1) Select Google Forms from the list of apps
(2) Click Sign in with Google
(3) Select and click the account you want to integrate on the account selection screen
(4) Verify that the account information for integration is correct on the Yoom login screen and click Next
(5) Click Continue on the "Yoom is requesting additional access to your Google Account" screen to complete My App registration
How to Register Excel in My Apps
(1) Select Microsoft Excel from the list of apps
(2) Enter the account information for integration at sign-in
(3) My App registration is complete
※ Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
After Completing My App Registration in Yoom
(1) Click "Try this template" on the banner below
(2) Select any 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 it is
(3) Confirm that 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" for 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 information on how to obtain the response content when using Google Forms as a trigger, please refer to here.
(1) Click "Issue Document"
(2) Set the title
※ You can use the originally set title as it is
(3) Confirm that the account information linked with Microsoft Excel is correct
(4) Set the linkage of the template document
(5) Set each item of the issued document
(6) Click Next
■ Setting Replacement Conditions
(7) Click Retrieve Replacement Conditions Again
(8) Click OK
(9) Set the string after replacement
※ Here, set the information of "When a response is submitted to the form" in the output to be linked with the template document.
(10) If there are no errors in the test, click Save
※ The document is in the specified storage folder, but it can also be checked from the download.
(11) Return to the flow list screen and change the app trigger to ON to complete the flow settings!
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 there is something that interests you, please give it a try!
You can add responses submitted to Google Forms to Microsoft Excel or notify Microsoft Teams after adding responses.
Additionally, it is possible to integrate by reading business card images submitted via Google Forms with OCR and adding the content to Microsoft Excel.
Upload Files Submitted via Google Forms to Cloud Storage
Automatically upload files submitted via Google Forms to Google Drive, OneDrive, etc.
Create a Web Meeting When a Response is Submitted via Google Forms
Automatically create a meeting in Google Meet or Zoom when a response is submitted via Google Forms. (For Google Meet, a meeting URL is automatically created when an event is added to Google Calendar)
Register the content submitted via Google Forms in the 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 Salesforce, HubSpot, etc., to Microsoft Excel.
Register survey results received by email in Microsoft Excel
Automatically register survey results received in Gmail or Outlook into Microsoft Excel.
Benefit 1: Improved Work Efficiency
By integrating Google Forms with Microsoft Excel, the information entered by customers into the form is automatically transferred to Excel.
This eliminates the need for manual data entry, significantly streamlining operations.
For example, if you receive a quote request from a customer as a sales assistant, the content entered in Google Forms is directly exported to Microsoft Excel, so there's no need for manual data entry.
Saving time is a great advantage for someone as busy as you, isn't it?
Benefit 2: Enhanced Data Accuracy
When entering data manually, human errors are inevitable.
However, by integrating Google Forms with Microsoft Excel, the information entered by customers is directly transferred to Microsoft Excel, greatly improving data accuracy.
Accurate data is especially necessary when creating quotes, so this integration can be very helpful.
Providing accurate quotes also helps in gaining trust from customers.
A common challenge faced by many companies is the need for API or programming knowledge, as well as the cost and time involved in hiring engineers.
Especially for someone busy with daily tasks like you, specialized knowledge can be a burden.
Additionally, maintenance can be troublesome, and reading English specifications can be difficult.
However, with Yoom, you can operate intuitively without programming knowledge, allowing you to achieve integration immediately without relying on engineers!
With Yoom, app actions are pre-integrated, allowing you to set up by simply selecting actions.
It's safe to use even without specialized knowledge, and the implementation process, which usually takes several months, can be completed in a short time, greatly improving workflow!
Integrating Google Forms with Microsoft Excel will facilitate smooth sales activities and event management.
Data accuracy will also be greatly improved, allowing you to manage customer information and participant lists with confidence.
With Yoom, you can easily set up integration without code, even without programming knowledge, enabling you to achieve integration quickly without relying on engineers.
Automation should also enhance your job performance.
Try using Yoom to make your operations even more efficient!
