Log new leads to a tracking workbook
Each quote request becomes a row in a Leads table, with company, service type and budget already in their own columns.
New submission on your contact or quote-request form
Add a row to a Leads table in Microsoft Excel with name, email, company and the enquiry itself
One-directional. A submission triggers the action — nothing is written back into your form.
A master leads workbook only stays useful while it is current. This flow appends each quote request to a Leads table on OneDrive as it arrives, so the enquiry is in the file — sortable, filterable, countable — before anyone has opened the notification.
Sales teams set this up when the website enquiry list lives in one place and the pipeline lives in another. The row arrives with service type, timeline and budget band already filled, so a rep can filter to the work they cover and start calling.
Setting it up
- 1
Publish your quote request form and make Email Address and Service Type required, since a lead row missing either is not worth sorting.
- 2
In a workbook on OneDrive, create a Leads worksheet and press Ctrl+T on the header row to turn it into a real table, with columns for Received, Name, Email, Company, Service, Timeline, Budget, Status and Owner.
- 3
Leave Status and Owner out of the mapping. Those two belong to whoever works the lead, and because submissions only flow into the workbook, nothing arriving later will overwrite them.
- 4
In Zapier, choose formformform's New Submission trigger, connect your account, select the quote request form and pull in a test submission so every field label appears in the mapper.
- 5
Add Microsoft Excel's Add Row to Table action, connect the Microsoft account that owns the workbook, then select the workbook, the Leads worksheet and the table by name.
- 6
Map Full Name to Name, Email Address to Email, Company or Organization to Company and Service Type to Service, then send Project Description into a wide Message column at the right of the table.
- 7
Map Estimated Budget into the Budget column and leave it as text — the template offers bands rather than a single figure, so it is something to filter on, not something to sum.
- 8
Send a test submission, confirm the row lands at the bottom of the table with Status blank, then turn the Zap on.
What maps where
Using the Quote Request Form as the starting point. These are its real fields — swap in your own and the mapping works the same way.
| Form field | Microsoft Excel |
|---|---|
| Full Name | Name column in the Leads table |
| Email Address | Email column, the value you de-duplicate on |
| Company or Organization | Company column |
| Service Type | Service column, used as the PivotTable row field |
| Project Timeline | Timeline column, sorted to find the urgent ones |
| Estimated Budget | Budget column, kept as a text band |
Variations worth knowing
Add a Zapier Filter after the trigger that only continues when Estimated Budget matches your larger bands, and point that path at a Priority table in the same workbook. Everything else carries on to Leads, so nothing is lost by the split.
Map the trigger's submission timestamp into the Received column and format it as a date. Sorting on that column shows how enquiry volume moves week to week, and it answers plainly how long a lead sat before anyone rang.
If something isn't arriving
The range was never converted to a table, so the action wrote to a different table in the file. Select the header row, press Ctrl+T, then reopen the Excel step and reselect the workbook, worksheet and table.
The action stores an internal file ID, and moving a file between OneDrive and SharePoint issues a new one. Open the Excel step, pick the workbook and table again, re-test, then switch the Zap back on.
Frequently asked questions
Does the workbook have to be on OneDrive?
It has to be somewhere Microsoft can reach it — personal OneDrive, OneDrive for Business or a SharePoint document library all work. A file on your own hard drive or a network share cannot be written to, because the Zap talks to Microsoft's cloud copy.
If I edit a row in Excel, does the submission change?
No. The connection runs one way: a submission creates a row, and nothing travels back. Your status, owner and notes columns are yours to edit freely, and the original response stays exactly as it was submitted in formformform.
What about enquiries that came in before I built the Zap?
Zapier only sees submissions made after the Zap is switched on. The earlier ones are still in your responses list, so export them and paste them above the new rows, keeping the column order the table already uses.
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Build the form first
The automation needs somewhere to fire from. Publish a form, connect it once, and every submission from then on runs this flow.
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