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5 ways to automate Jotform with Zapier

By Wren Noble · December 12, 2024
JotForms logo connecting to the logos for HubSpot, Mailchimp, and Google Calendar.

There are endless uses for form builders like Jotform. They make it simple to collect customer feedback, add subscribers to your email list, or even collect payments and purchase orders—all from your website. But once you collect that important information, you still need to do something with it.

After all, gathering that data is just the first step. You still need to follow up with leads, add contacts to CRMs and email lists, and act on purchase orders and other feedback. When you use Zapier's Jotform integration to send form data to your other business-critical apps, it's much easier to stay organized and follow up on form responses—even as your business scales. Here's how.

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Track Jotform submissions in a spreadsheet

Manual data entry is slow, boring, and often prone to typos—and a successful Jotform could bring in a massive amount of data. 

Adding new Jotform submissions to a spreadsheet, instead of keeping them in the app, makes it easier to share results with colleagues. It also creates a backup and centralized database where you can sort, calculate, and analyze that data more effectively. 

Put your data where you need it by setting up one of these Zaps.

Save new JotForm responses as Google Sheets rows

  • Jotform logo
  • Google Sheets logo
Jotform + Google Sheets
More details
    With this integration, you can have your JotForm submissions automatically added to Google Sheets so it's easier to share results with colleagues. After you set this up, every time there is a new JotForm response, a new row will be automatically added to a Google Sheets spreadsheet you specify.

    Add new Jotform submissions to Excel spreadsheet rows

    • Jotform logo
    • Microsoft Excel logo
    Jotform + Microsoft Excel
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      The days of exporting your form submissions by hand are over. Set up this integration and Zapier will do it for you from now on. Any new Jotform submission will automatically create a new row on an Excel spreadsheet with all the responses you want, ready to be sorted, calculated, and analyzed at your leisure.

      Add new Jotform submissions to Excel as rows in a table

      • Jotform logo
      • Microsoft Excel logo
      Jotform + Microsoft Excel
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        It's easy to manage groups of related data with tables in Excel. This Zap will make things even easier for you, automatically adding new Jotform submissions to Excel as rows in a table. That way, you can keep all of your data up-to-date and in a central location.

        Archive new Jotform submissions in Airtable

        • Jotform logo
        • Airtable logo
        Jotform + Airtable
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          Don't let data entry take up unnecessary time. With this automation, each time a new form is submitted in Jotform, Zapier will create a new record in Airtable. Create the forms and the results are collected automatically—no more endless hours behind a keyboard!

          Update Google Sheets rows with new Jotform submissions

          • Jotform logo
          • Google Sheets logo
          Jotform + Google Sheets
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            Effortlessly update your Google Sheets rows whenever a new Jotform submission is received. With this workflow, you can ensure your spreadsheet data stays current and organized without needing to manually input new submissions. Streamline your data management process, save time, and focus on what truly matters.

            Send notifications where you need them

            Sometimes, you absolutely need to know when a new form submission comes through. But it can be easy to miss a Jotform entry when you're busy with other work. Create automations to bring your notifications to you in whatever format works best for your workflow.

            You can send emails to all the stakeholders in a specific project when a form gets a new entry. Or, if your team is working in Slack or Discord, you can have certain notifications sent to the appropriate channel for follow-up. This helps you react more quickly and stay informed of what's going on.

            Get Slack notifications for new Jotform form submissions

            • Jotform logo
            • Slack logo
            Jotform + Slack
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              Getting notified of new Jotform form submissions in Slack helps you keep track of responses in near real time. Once you set up this Jotform-Slack integration, you'll get a Slack message for every Jotform submission from that point forward. You can choose to have your Jotform submissions sent to you via @slackbot, or you can designate a specific channel for them.

              Send emails in Microsoft Outlook for new submissions in Jotform

              • Jotform logo
              • Microsoft Outlook logo
              Jotform + Microsoft Outlook
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                Effortlessly manage your Jotform submissions by sending an email through Microsoft Outlook with this seamless workflow. Whenever a new submission is received in Jotform, an email will be sent via your Microsoft Outlook account, keeping your team informed and up-to-date. Say goodbye to manual updates and let this automation streamline your communication process.

                Send emails via Gmail for new JotForm submissions

                • Jotform logo
                • Gmail logo
                Jotform + Gmail
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                  Get an email alert or alert others of new JotForm submissions with this integration. Once it's active, this Zap automatically sends a custom email via Gmail when there is a new form submission.

                  Send an email when there is a new JotForm submission

                  • Jotform logo
                  • Email by Zapier logo
                  Jotform + Email by Zapier
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                    Get notified of new JotForm submissions or alert others by having Zapier automatically send an email when there is a new form submission. Once it is activated, this Zap will send an email every time there is a new submission.

                    Send channel messages on Discord for new JotForm submissions

                    • Jotform logo
                    • Discord logo
                    Jotform + Discord
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                      Ever wish you could get form responses delivered to Discord? With this integration, you can. Set it up, and when a new JotForm submission comes in, this integration will send a message to the Discord channel you choose.

                      If you want immediate personal notifications, you can even use WhatsApp to send you an alert directly to your phone.

                      Send WhatsApp Notifications messages for new Jotform submissions

                      • Jotform logo
                      • WhatsApp Notifications logo
                      Jotform + WhatsApp Notifications
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                        Stay in the loop with your incoming Jotform submissions seamlessly by using this efficient workflow. Each time a new submission is made on Jotform, a corresponding message gets sent through WhatsApp Notifications. This streamlined combination ensures you're consistently updated and connected, improving your productivity and communication response time.

                        Connect Jotform with your project management tool

                        Most forms require some sort of follow-up action from you or others across your team and company. For even more effective follow-up, connect Jotform to your project management tool with automation. 

                        Keep your team informed and organized by adding database items in Notion, tasks in Asana, or cards in Trello. Never miss following up on an important lead or analyzing a valuable bit of feedback. With these workflows, assigning tasks is easy and automatic.

                        Create Trello cards from new Jotform submissions

                        • Jotform logo
                        • Trello logo
                        Jotform + Trello
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                          Why copy and paste data from your Jotform into Trello by hand? Zapier can do it for you! This integration will automatically create a Trello card whenever there is a new form submission, starting as soon as you activate it.

                          Add new Jotform submissions to Asana as tasks

                          • Jotform logo
                          • Asana logo
                          Jotform + Asana
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                            Need a public form to allow people to submit tasks to you? This Jotform Asana integration has you covered. When a new Jotform is submitted, this integration creates a task in Asana.

                            Create database items in Notion for new Jotform submissions

                            • Jotform logo
                            • Notion logo
                            Jotform + Notion
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                              Incoming form details means valuable data that needs to be stored and organized. That’s where this integration comes in. It automatically adds each new Jotform submission to your Notion database, saving you from tedious copy-and-paste chores.

                              Create new items in monday.com from new Jotform submissions

                              • Jotform logo
                              • monday.com logo
                              Jotform + monday.com
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                                Effortlessly streamline your data collection process with this Jotform to monday.com integration. When a new submission is received in Jotform, an item is automatically created in monday.com, keeping your team informed and organized. Say goodbye to manually transferring information and focus on taking action based on real-time data.

                                Keep track of contacts and subscribers

                                Every person who reaches out to you through Jotform is an opportunity. And you want to jump on that opportunity as quickly as possible.

                                When you connect your forms to your marketing tools, subscribers and leads are added the minute they submit the form instead of having to wait for your next batch import. You can even update existing contacts when you receive new contact information for them.

                                When someone subscribes to an email list, you can create a Zap to instantly add them to your email marketing software. If a lead reaches out for a demo, their contact info can go straight into your Google Contacts, where you can add context and more effectively arrange follow-up.

                                Your contact lists are some of the most valuable data you have. Keep them more organized with automation.

                                Add or update LeadConnector contacts from new Jotform submissions

                                • Jotform logo
                                • LeadConnector logo
                                Jotform + LeadConnector
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                                  Manage your contacts without slowing down for manual updates. Once this integration is in place, it automatically generates or updates a contact in LeadConnector from the details in each new Jotform submission.

                                  Add Google Contacts from new Jotform form submissions

                                  • Jotform logo
                                  • Google Contacts logo
                                  Jotform + Google Contacts
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                                    Quickly add contacts to Google Contacts with this Zap. Once this integration is in place, this integration automatically makes a new contact for each person who fills out your Jotform form.

                                    Add ActiveCampaign contacts from new Jotform submissions

                                    • Jotform logo
                                    • ActiveCampaign logo
                                    Jotform + ActiveCampaign
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                                      Eliminate the manual process of adding contacts individually or importing them into your ActiveCampaign account. This Jotform ActiveCampaign allows you to take contact information from new Jotform submissions and automatically add them as contacts in ActiveCampaign.

                                      Add new Jotform submissions to a Mailchimp list

                                      • Jotform logo
                                      • Mailchimp logo
                                      Jotform + Mailchimp
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                                        Rather than waiting for a one-time import of submissions into Mailchimp, use Zapier to start automatically adding new submissions to your list. Once you set up this Jotform-Mailchimp integration, new submissions from that point forward are individually added as subscribers.

                                        Add new Jotform form respondents as subscriber tags on Kit

                                        • Jotform logo
                                        • Kit logo
                                        Jotform + Kit
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                                          Everyone that reaches out to you is a new opportunity for your messaging. Make sure you're capturing each one while staying efficient by automating the process. Once this Zap is active, it will trigger with each new Jotform submission you receive, automatically adding the respondent as a new subscriber to a tag on Kit, so they're ready for your outreach.

                                          Use webhooks with Jotform

                                          If you can't find the integration you need in Zapier's App Directory or you want more customization options than what are available with an existing integration, webhooks might be the answer. 

                                          You can use webhooks to send info to or from another app that connects with Zapier. Here's a popular way to integrate webhooks with Jotform:

                                          Send webhook POST requests for new JotForm submissions

                                          • Jotform logo
                                          • Webhooks by Zapier logo
                                          Jotform + Webhooks by Zapier
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                                            Looking to send your new JotForm submissions to another app? You can use this integration to automate a custom workflow, sending a POST request to the webhook URL of your choice for each new JotForm submission.

                                            Upgrade Jotform with automation

                                            This is just the start of all that you can do with Jotform and Zapier. Zapier supports thousands of apps, so you automate almost any task at work. Start building your Zap now and see what you can create.

                                            This article was originally published in February 2021 by Elena Alston with previous updates by Wren Noble. It was most recently updated in December 2024 by Nicole Replogle.

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                                            A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'