1.Monitors new submission
Integrate Jotform and form intake tools to capture new submission data and map fields to downstream actions.
Add form signups to audience and tracking sheet
Automatically capture new submission events across Jotform, Autopilot, and Google Sheets. Automatically create or update people, add source tags, and append UTM fields when new submission arrives or signup is submitted or consent is capturedβso you can keep your audience clean, segment campaigns, and report on attribution without manual reporting.
How this automation tracks signups to sources
When form signups land without being recorded consistently, attribution reporting gets messy and audience segmentation lags. This automation monitors new submissions and then finds or creates people, tags them by source, and appends UTM intake rowsβso your team can report on performance faster.
Jotformor swap with your favorite app
2.Finds or creates person
Integrate Autopilot and contact record tools to search by email and create a person when no match exists.
Autopilot Journeysor swap with your favorite app
3.Adds tag to person
Integrate Autopilot and segmentation tools to add the form source tag to the matched person.
4.Appends spreadsheet row
Integrate Google Sheets and reporting tools to create an intake row with UTM values and a submission timestamp.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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