Excel Online form integration
Every form fill lands as a new row in Excel Online. Add a question later and its column shows up on its own.
StarterOn Starter and up. Free plan, no card needed.
What you can do with Excel Online
Tags show the plan a workflow starts on.
A row per fill
StarterEach fill adds one row to the workbook you pick.
New questions, new columns
StarterEach fill goes in a ClaritiaFills table on its own sheet, so your other sheets stay as they are.
Never twice
StarterA send that runs again finds its row first, so nothing is added twice.
When and which fill
StarterEach row starts with when it was sent, the fill's id and the form.
Never lost
StarterEvery fill is saved in Claritia first. If Excel Online is busy, the send tries again on its own.
Bookings too
Forms that end in a meeting still add the fill, with the booking after it.
Connect Excel Online in a few minutes
- 01
Connect Excel Online
Go to Settings, then Integrations, and sign in with Excel Online.
- 02
Pick the workbook
Open the form's Sync tab, add Excel Online and pick a workbook, or make a new one.
- 03
Publish
New fills land in Excel Online as they come in.
Forms to start with
Each one is a real form you can fill in now, ready to send to Excel Online.
Works with the rest of your tools
Every lead goes to Claritia first, then to each tool you connect.
Google SheetsA row per fill
AirtableA record per fill
NotionA database entry per fill
PostgreSQLA row per fill
MySQLA row per fill
HubSpotContacts, owners and booking
SalesforceLeads, contacts and owners
Google CalendarBusy times and Meet links
OutlookBusy times and Teams links
ZoomA link for each meeting
SlackLead alerts and /book
WebflowEmbeds and your own formsQuestions
Something else? hello@tryclaritia.com
Which plan has the Excel Online integration?
Starter and up, from $15/seat/month. On Free, fills can go out as a CSV.
What happens when I add a question?
Each fill goes in a ClaritiaFills table on its own sheet, so your other sheets stay as they are.
Can I use a workbook I already have?
Yes. Pick a workbook from the list or paste its link.