Beaver Builder Forms to Excel
Beaver Builder is the page builder agencies trust for stability and white-label work - and agency clients on Microsoft 365 want their leads in Excel, not in an inbox. SheetLink delivers every Beaver Builder submission into a live Excel Online workbook on OneDrive via Microsoft Graph.
Why Beaver Builder Users Need an Excel Connector
Beaver Builder's Contact Form module sends an email and stops there - no entries screen, no export, and certainly no Excel destination. For agencies whose clients standardize on Microsoft 365, that means leads live in notification emails until someone retypes them into a workbook. No other WordPress plugin offers direct form-to-Excel-Online delivery; the alternatives are Zapier or Power Automate metering, or copying leads out of emails by hand.
Current Alternatives and Their Drawbacks
- Zapier - the Excel Online zap meters every submission as a task, with paid plans from $29.99/mo
- Power Automate - per-user or per-flow licensing, plus a flow to build and maintain for every client site
- Copying leads out of notification emails into Excel by hand - slow, error-prone, and easy to fall behind on
How to Connect Beaver Builder Forms to Excel Online
Step-by-step setup guide
- 1
Install SheetLinkWP
Download SheetLink Forms from WordPress.org or sheetlinkwp.com and activate it. Beaver Builder Forms capture is built into the core plugin, and mirroring into Excel alongside Google Sheets is included free with the core plugin.
- 2
Connect your Microsoft account
Open SheetLink Forms -> Destinations -> Excel Online and click Connect Excel. Sign in with a Microsoft 365 work or school account - OAuth runs through SheetLink's hosted broker and your refresh token is stored encrypted at rest in your own WordPress database. Then pick a workbook and table on OneDrive from the picker.
- 3
Map your fields
Under SheetLink -> Sync Rules, pick Beaver Builder Forms as the source and map each form field to an Excel column. Beaver Builder form fields are identified by the field name you set in the module settings - use those names on the left side of the mapping. Run Excel as a free mirror next to Google Sheets, or make it the primary destination with the AI Pack's Primary Destinations mode.
- 4
Verify with a test submission
Submit a test entry on the front end. The row appears in your Excel table within seconds - the same workbook opens in Excel Online, desktop, and mobile. For a full walkthrough, see the tutorial on sending WordPress form submissions to Excel Online.
SheetLinkWP Excel Features for Beaver Builder Users
Native Beaver Builder capture
SheetLink hooks into Beaver Builder Forms's submission events directly - no second form plugin, no custom action wiring, no code.
Real-time Microsoft Graph delivery
Payloads go straight from your WordPress server to Microsoft Graph and land as rows in a live Excel Online workbook - not a CSV export or an email you have to transcribe.
Free Excel mirroring
Send every Beaver Builder submission to Google Sheets and Excel Online at the same time with the free core plugin - no add-on, no monthly fee.
Automatic retry queue
If Microsoft Graph is briefly unavailable, SheetLink retries up to three times at 15-minute intervals, and you can re-fire any delivery manually. Nothing gets dropped silently.
Attribution capture
utm_source, utm_medium, utm_campaign, utm_content, utm_term, gclid, fbclid, and msclkid are appended to your Excel rows automatically - so client reports show which campaign produced each lead.
Feature Comparison
| Feature | Zapier | Power Automate | SheetLinkWP |
|---|---|---|---|
| Setup time | 10-15 min | 20-30 min (flow build) | ~5 min |
| Monthly cost | $29.99+ | Per-user or per-flow plans | $0 mirroring / $29 Excel-only (AI Pack) |
| Per-submission metering | Yes (tasks) | Plan action limits | No |
| Delivery path | WordPress -> Zapier -> Excel | WordPress -> flow -> Excel | WordPress -> Microsoft Graph |
| Retry on failure | Failed runs use quota | Flow re-runs to configure | 3 auto retries + manual |
| UTM/click-ID capture | Extra steps | Custom expressions | Automatic |
| Extra account required | Yes (Zapier) | Yes (Power Automate) | No - runs in WordPress |
Frequently Asked Questions
Do I need the AI Pack for Excel-only delivery?
Only if Excel Online is your sole destination. Mirroring every Beaver Builder submission into Excel alongside Google Sheets is included free with the core plugin. Primary Destinations, part of the AI Pack ($29/mo or $290/yr), is only needed when you want to skip Google Sheets entirely.
Is this a CSV export?
No. SheetLink writes rows into a live Excel Online workbook on OneDrive through Microsoft Graph, in real time. There is no file to download or import - new submissions appear in the open workbook within seconds.
Does it work with Microsoft 365 Business?
Yes, on a work or school Microsoft 365 account. Personal Outlook.com accounts are not supported by Microsoft's Excel API - the sign-in succeeds and the file list even populates, but no workbook can be opened. Business tenants work through the standard Microsoft consent screen.
Can each client site deliver into that client's own workbook?
Yes. Each WordPress site connects its own Microsoft account, so every client site can write leads straight into a workbook on that client's OneDrive - a natural fit for agencies managing Microsoft 365 clients.
Can I feed this data into Power BI?
Yes. Because submissions land in a real Excel workbook on OneDrive, you can point Power BI at that workbook and build refreshing lead dashboards for client reporting.
What happens if Microsoft Graph is temporarily unavailable?
SheetLink queues the submission locally and retries automatically - 3 attempts at 15-minute intervals. You can also retry manually from the Retry Queue page, so no submissions are dropped silently.
Other Supported Integrations
Beaver Builder Forms
Beaver Builder is the long-running page builder trusted by agencies for its stability and white-label friendliness.
Elementor Forms
Every Elementor Pro submission - page forms, popups, sticky bars - delivered into a live Excel Online workbook in real time.
Divi Contact Form
Divi by Elegant Themes powers millions of sites through its built-in Contact Form module - but that module only sends email.
Connect Beaver Builder Forms to Excel Online today
Mirror into Excel free with the core plugin, or go Excel-only with the AI Pack ($29/mo). No Zapier, no per-task fees, no retyping leads from emails.