How to link Google Forms with Excel to automatically register Google Forms responses in Microsoft Excel

How to Automatically Register Google Form Responses in Microsoft Excel

Earlier, I talked about the benefits of integration, and this time I would like to introduce the flow of "registering Google Form responses in Microsoft Excel" while referring to the actual screen.

Even without programming knowledge, you can complete the integration with simple operations and settings. Please try creating it together while operating.

[What is Yoom]

Step 1: Integrate Google Forms and Microsoft Excel with My Apps

First, integrate Google Forms with Yoom.

1. Click "App Integration" at the top left of the screen and select Google Forms.

2. Next, on the screen to integrate Yoom and Google Forms, click "sign in with Google".

3. On the "Account Selection" screen, select the account you want to integrate.

4. On the "Login to Yoom" screen, if there is no mistake in the account you want to integrate, select "Next" → on the next screen, select "Continue".

This completes the integration of Yoom and Google Forms.

Next, integrate Microsoft Excel with Yoom.

1. Click "App Integration" on the left tab and select Microsoft Excel.

2. Select the account you want to connect to, enter the password on the next screen, and the setup is complete!

Step 2: Set a Trigger to Activate When Google Form is Answered

Let's proceed with the actual setup! We'll start with the Google Form settings.

1. Perform Pre-Flow Creation Tasks.

・Select the project where you want to create the flow.

・Next, click "Create" on the screen and start creating the flow with "Create from Scratch".

2. Enter Title and Select Trigger.

・The title is described in the flow for clarity.

・For trigger selection, choose "Trigger from an app event" and click Google Form.

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3. Set Up Linked Account and Action Selection.

・Enter the title for the app trigger.

・For account information to link with Google Form, connect with the desired account.

・For trigger action, select "When a response is submitted to the form".

4. Set Up API Connection for App Trigger.

・Select "5 minutes" for the trigger activation interval.

・Enter the form ID you want to link.

・Regarding the form ID, the "●●●●●●" part in the Google Form URL https://docs.google.com/forms/d/●●●●●●/edit is the form ID.

・Once the setup is complete, click "Test".

・If "Test Successful" is displayed, the trigger setup is complete.

・For how to obtain response content other than existing items with Google Form trigger, please check how to obtain response content here.

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This completes the integration between Google and Yoom!

Step 3: Set an Action to Append Responses to Microsoft Excel

Next, let's integrate Microsoft Excel with Yoom.

Click the + displayed immediately below after setting up earlier.

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1. In Select an action type, Choose "Microsoft Excel".

2. Set Up Database Integration.

・Enter the title for the operation.

・For account information to link with Microsoft Excel, connect with the desired account.

・For execution action, select "Add Record".

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Scroll and enter the database integration input.

・Enter each item and click Next.

3. The Set Microsoft Excel Table Information is Retrieved and Displayed.

・Embed the information obtained from Google Form as output in each item.

・Once the input is complete, conduct a test.

・Conduct a test, confirm that the information is added, and save.

This completes the flow to register Google Form responses to Microsoft Excel in integration with Yoom!

Other Examples of Automation Using Google Forms and Microsoft Excel

There are many other examples of automation using Google Forms and Microsoft Excel on Yoom, so here are a few introductions.

Examples of automation using other forms in conjunction with Microsoft Excel

In addition to Google Forms, it is possible to link with various form tools and automatically register data in Microsoft Excel.

An example of automation using Google Forms

When a response is submitted in Google Forms, notify a chat tool

When a response is submitted in Google Forms, automatically notify Slack, Discord, etc.

Add an event to your calendar when someone answers your Google Form

When someone answers your Google Form, the event will be automatically added to your Google Calendar or Garoon Calendar.

Register the content submitted via Google Forms in a task tool

Automatically register the content submitted via Google Forms as a task in Trello, Asana, etc.

Example of automation using Microsoft Excel

Add information registered in your customer management tool to Microsoft Excel

Customer information registered in Salesforce, HubSpot, etc. is automatically added to Microsoft Excel.

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When you receive an email, register a record in Microsoft Excel

The contents of the received email are automatically added to Microsoft Excel.

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Benefits and Use Cases of Integrating Google Forms with Microsoft Excel

1. Reducing Data Entry Effort and Preventing Human Error

By integrating Google Forms with Microsoft Excel, data entered into the form is automatically input into Microsoft Excel.
This automation reduces the risk of errors and omissions that can occur with manual entry, and also cuts down on the time needed for verification tasks.

For example, in scenarios where survey results or customer inquiry information are recorded in Microsoft Excel, there is no need to manually transfer data, enabling accurate information recording.

2. Easily Manage and Analyze the Latest Data

Since data submitted from Google Forms is continuously accumulated in Microsoft Excel, the latest information is always available for aggregation and analysis.

In situations where survey or questionnaire aggregation is needed, analysis in Microsoft Excel can begin as soon as data entry is complete, allowing researchers to quickly access the data.
For instance, when managing customer feedback on products or employee attendance information, the accumulation of data in Microsoft Excel makes it easier for managers to efficiently grasp the situation.

3. Efficiency Through Integration of Different Data Sources

The integration of Google Forms with Microsoft Excel allows for the centralization of data collected from different applications into Microsoft Excel.

This integration facilitates easier management of dispersed data and allows quick access to necessary information through searching and filtering in Microsoft Excel. For example, by conducting customer surveys via Google Forms and integrating the results with other sales data, sales representatives can verify necessary information in a single file and quickly respond, creating an efficient working environment.

Summary

How was it? By using Yoom, you can easily set it up without utilizing GAS.
It's user-friendly, so it will undoubtedly increase the efficiency of administrative tasks and boost productivity!

The flow introduced was about adding information, but you can also arrange it to "notify Slack of the added information."
Additionally, as an advanced application, you can create a flow to "add information received in Google Forms to Microsoft Excel and Google Sheets."
With simple operations, you can integrate with various apps and create flow bots tailored to your situation with just a bit of customization.

Take this opportunity to try using Yoom to create flow bots!