Excel keeps a running log of every response in a workbook in your OneDrive. You can also keep a workbook of your leads, one row per person, with their lead score.
Connect Excel
- Go to Integrations. The Excel panel opens.
- Click Connect Microsoft.
- Sign in with your Microsoft account and accept the permissions Microsoft shows.
- You're back in OneForm, and the Microsoft account is connected.
Work, school and personal Microsoft accounts all work. If your Microsoft account is already connected for something else, click Allow next to OneDrive & Excel on its card instead.
Log every response
- Open Workflows and open the workflow you want.
- Click + (Add an action) and choose Add a row in Excel.
- Under Microsoft account, choose the account.
- Click Create a new workbook. Or use one you have: click Choose from my OneDrive, or paste the workbook's link and click Use.
- Type the Sheet name. OneForm creates the sheet if it doesn't exist.
- Under Columns, keep Every answer, or pick Choose columns and set each column's value.
- Click Test it, then Turn on (or Save and turn on).
With Every answer, each row has the date, name, email, one column per question, scores, the report status and a review link. When you add a question to the form, OneForm adds a column for it.
Keep a lead list
- From a workflow: add Keep a lead list in Excel and choose Which leads: Everyone, Warm & hot or Hot only.
- From the Leads page: click Export, then the Excel entry under Send to your CRM or a sheet. The first time, click Create a new workbook and sync, or paste a workbook's link and click Use.
Each lead gets one row, and sending them again updates that row instead of adding another. See Send leads to your CRM.
What OneForm can do
The OneDrive & Excel permission lets OneForm create and update workbooks and save PDFs in your OneDrive. The same permission covers OneDrive. The access is stored encrypted.
Disconnect Excel
On the Integrations page, click Manage on the Microsoft 365 card, then Disconnect. This removes the whole Microsoft account, so OneDrive, Outlook, Outlook Calendar and Teams stop working for it too. To also remove OneForm from your Microsoft account, go to myapps.microsoft.com. Your workbooks stay in OneDrive.
Why can't OneForm use my workbook?
OneForm can only use workbooks in the connected account's own OneDrive. A workbook someone else shared with you won't work. Pick one from your own OneDrive, or create a new one. The link must be to an Excel workbook (.xlsx).
Why did rows stop arriving?
- The workbook was deleted. Choose or create another in the action.
- Microsoft access was removed or expired. The Microsoft 365 card moves to Needs attention; click Reconnect.