1.Detects new submission
Integrate Jotform Enterprise and data intake forms to capture each new submission into your automated lead intake.
Add form submissions to your central lead sheet
Automatically monitor new submission events across Jotform Enterprise and Zapier tools. Automatically add filtered, normalized form leads to your central Excel sheetβso you can prevent manual entry, reduce duplicates, and keep submissions report-ready without paperwork.
How this automation centralizes your lead intake
When new submissions arrive, manual entry can create delays and messy, non queryable lead data. This automation filters qualifying records, normalizes contact fields, and adds rows to your Microsoft Excel workbookβso your team can report on every submission.
Jotform Enterpriseor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and qualification rules to continue only records that pass your submission qualifiers.
Filter by Zapieror swap with your favorite app
3.Normalizes contact data
Integrate Formatter by Zapier and data normalization rules to standardize phone, email, and the submission date.
Formatter by Zapieror swap with your favorite app
4.Adds rows to lead sheet
Integrate Microsoft Excel and reporting spreadsheets to add mapped lead fields into your central workbook.
Microsoft Excelor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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