Cognito Forms
Microsoft Excel

Cognito Forms and Microsoft Excel Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Cognito Forms Actions
11Cognito Forms Triggers & Actions
Microsoft Excel Actions
54Microsoft Excel Triggers & Actions

How to connect Cognito Forms and Microsoft Excel

Cognito Forms and Microsoft Excel integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 17 Cognito Forms triggers and 54 Microsoft Excel actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Cognito Forms and Microsoft Excel Integration

When used together, Cognito Forms and Microsoft Excel form a powerful toolset for automating routine tasks. Explore several workflows that are covered by their integration.

  • Add important tasks to a personal to-do list
  • Add new leads to CRM or Customer support platform
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them
  • Enroll customer in an online course

Workflow Automation Platforms supported by Cognito Forms and Microsoft Excel

You can automate tasks between Cognito Forms and Microsoft Excel with ease, even without any coding experience. These no-code workflow automation platforms enable businesses to streamline their workflows in a simplified manner. Discover the best fit for your business by checking out this list.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Cognito Forms and Microsoft Excel Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Cognito Forms and Microsoft Excel. Nevertheless, understanding the pricing aspects is crucial.

If you're looking to integrate Cognito Forms and Microsoft Excel with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Cognito Forms and Microsoft Excel

Integrating Cognito Forms and Microsoft Excel involves identifying an automation that aligns with your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Cognito Forms with Microsoft Excel.

Cognito Forms

When this happens

Select a Trigger

Microsoft Excel

Do this

Select an Action

How to setup Cognito Forms and Microsoft Excel integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Cognito Forms and Microsoft Excel. Choose automation platform

    60 seconds

  • Step 2: Authenticate Cognito Forms and Microsoft Excel on the chosen automation service.

    60 seconds

  • Step 3: Choose a Trigger for Cognito Forms, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Microsoft Excel. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Cognito Forms and Microsoft Excel and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Cognito Forms and Microsoft Excel integration Diagram

Cognito Forms and Microsoft Excel Integration
Cognito Forms + Microsoft Excel Integration schema

Frequently Asked Questions

Does Cognito Forms integrate with Microsoft Excel?

You can connect Cognito Forms and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Microsoft Power Automate or Integrately to link Cognito Forms and Microsoft Excel.

Can you Integrate Cognito Forms and Microsoft Excel for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Cognito Forms to Microsoft Excel for free, albeit with some limitations.

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