Automate Jotform with Zapier: The Complete Guide
Jotform is one of the most popular form builder and data collection platforms available today. With its drag-and-drop interface and hundreds of form field options, Jotform makes it easy for anyone to create online forms to capture information from website visitors, customers, employees and more.
But what happens after someone submits a form? All that data can quickly become overwhelming without a plan to automatically organize, analyze and act on submissions.
That‘s where Zapier comes in. Zapier is an automation tool that connects your web apps and services together with workflows called Zaps. By connecting Jotform and Zapier, you can instantly send form data to spreadsheets, databases, project management tools, email lists and more—no coding required.
In this complete guide, we’ll cover five effective ways to automate Jotform using Zapier, including templates you can use to save time:
- Track Jotform submissions in a spreadsheet
- Send real-time notifications from Jotform
- Integrate Jotform with project management tools
- Manage contacts and email lists
- Leverage Jotform webhooks
If you’re new to Zapier, not to worry, we’ll provide all the context you need to get started automating Jotform in minutes. Let’s dive in!
Track Jotform Submissions in Spreadsheets
Spreadsheets like Excel and Google Sheets provide the perfect centralized location to store, organize, calculate and analyze all your Jotform data.
Rather than logging into Jotform and exporting form submissions one by one, you can automatically add new entries to a spreadsheet as soon as they come in. This saves a tremendous amount of manual work.
Here are three Zaps to help you sync Jotform with spreadsheets:
1. Jotform to Google Sheets
This Zap adds new Jotform submissions to Google Sheets as rows in real time:
- New submission in Jotform → New row added to Google Sheet
With submissions organized neatly in Sheets, you can easily share, filter and analyze the data. No more exporting CSVs!
Try the Jotform to Sheets Zap template here.
2. Jotform to Excel Online
This Zap uploads Jotform entries automatically into Excel Online (in OneDrive or SharePoint):
- New submission → New row added
It works the same as the Sheets version, just dumps the data into Excel instead.
Get this Excel Online integration template here.
3. Jotform to Airtable
Airtable is a spreadsheet-database hybrid that gives you Excel-like functionality combined with structured datatypes and relational connections.
This Zap template moves Jotform submissions over to Airtable in real time:
- New entry in Jotform → New record added in Airtable
Airtable can help better organize and visualize all your Jotform data. Group records into views, link to other bases, and more.
Use this pre-made template to sync Jotform with Airtable.
With one of these Zaps in place, your Jotform submissions will now automatically populate into your spreadsheet of choice. All that form data is now collected, centralized and shareable—with no manual exporting required.
Send Notifications from Jotform
Knowing right away when someone fills out an important form allows you to follow up instantly. Rather than logging in to check, have important Jotform submissions sent directly to your email, phone, Slack channel or more with notifications Zaps.
Here are some of our most popular options:
Email Notifications from Jotform
Get an email automatically whenever someone submits your Jotform:
- New submission → Email sent to your inbox
Stay on top of time-sensitive leads, requests or orders with instant email alerts.
Use this pre-made Email Notification Zap template here.
Jotform to Slack Alerts
This Zap posts a message in your chosen Slack channel when a Jotform comes in:
- New form entry → Message posted in Slack
@-mention colleagues instantly to assignments or customer issues directly in Slack.
Try this template to connect Jotform and Slack.
Jotform SMS Notifications
For truly real-time alerts, have new submissions immediately trigger a text message:
- New form entry → SMS sent
Connect to Twilio‘s API or another SMS service to make this happen.
Start sending SMS alerts from Jotform here.
With notifications Zaps like these, you’ll never miss an important Jotform submission again. Now focus your follow-up efforts on the forms that matter most to your business.
Connect Jotform with Project Tools
If you’re using Jotform for things like service requests, project intake or bug reports, you likely need to assign tasks and issues in a separate project management app.
Rather than copying details manually into tools like Asana, Trello, Jira and more, create Zaps to automatically:
- Create projects from intake forms
- Assign tasks from service requests
- Log issues from bug reports
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- Many more options
This saves tons of duplicate work while allowing teams to instantly see important items that require their attention or input.
Some top project management integrations for Jotform include:
Asana: Convert submissions into Asana tasks automatically to your existing projects or create new ones based on form details.
Trello: Add Trello cards from form entries to organize service requests, feature ideas or other workflows.
Jira: Log issues in Jira directly from bug report forms to streamline your development processes.
Basecamp: Sync form data to Basecamp projects as messages, tasks, to-dos and deadlines for your teams.
Find even more project management integrations for Jotform here. Whichever tool you and your team use, Zapier likely supports it.
Manage Contacts & Email Lists
Collecting lead information is key, but you also need to regularly follow up at scale. Use these Zaps to seamlessly grow and organize your marketing lists.
Key Options Include:
Email Newsletters: Send new contacts to Mailchimp, Constant Contact, Campaign Monitor or any major email marketing platform.
Landing Page Forms: Instantly add Unbounce opt-ins to relevant email sequences and journeys to nurture leads.
Helpdesk Platforms: Create new Zendesk tickets or Freshdesk cases from service intake forms to begin the customer support workflow.
CRM Software: Manage contacts over the long-term by adding Jotform submissions into tools like Salesforce, Insightly, Pipedrive and other databases.
Find even more options in the Zapier App Directory for Jotform.
With workflows like these, you can capture lead information upfront then automatically nurture those contacts over the long term across all your sales and marketing platforms.
Leverage Jotform Webhooks
In addition to Zaps, Jotform has a native integration option called webhooks that developers can leverage.
Webhooks allow external services to subscribe to "events" (like form entry, conditional logic triggers, payments, etc.) then take custom programmed actions using data from the submission payload.
When those triggers occur, Jotform pings a URL of your choice with JSON data:
This allows developers to integrate at a deeper level than pre-made Zaps allow.
You could use Jotform webhooks to:
- Post submissions to a custom database or internal apps
- Trigger approval workflows and order processing logic
- Integrate with customCalculat built APIs not available on Zapier
- Analyze submission trends with business intelligence tools
- Plus many other advanced options
Learn more about how to set up webhooks with Jotform here.
Then use a tool like Zapier Code to help process and manage webhooks at scale.
The benefit of webhooks over Zaps is added customization for developers, while Zaps provide pre-built automation for common use cases that don’t require coding expertise.
Evaluate both options depending on your needs!
Conclusion
Jotform offers one of the most extensive form building platforms on the market, but all that contact data and form submission information becomes difficult to wrangle at scale without automation.
That‘s why integrating Jotform with Zapier is so valuable for productivity and efficiency.
Now you can automatically organize submissions the way you need, send real-time notifications to any app, integrate bidirectional workflows with hundreds of platforms, nurture contacts over time, leverage webhooks and much more.
Stop manually exporting CSVs and forwarding emails—integrate Jotform with Zapier instead!
In this post we covered:
- Tracking submissions in spreadsheets
- Sending notifications & alerts
- Syncing with project tools
- Managing contacts & marketing lists
- Using webhooks for custom logic
The options are nearly endless. Browse 100+ pre-built Zap templates to get started automating Jotform today or explore additional advanced integrations via webhooks.
Now put your Jotform data to work!
