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5 ways to put JotForm to work with automation

By Elena Alston · February 15, 2021
JotForms logo connecting to the logos for HubSpot, Mailchimp, and Google Calendar.

If you've got a business that operates online, then a large chunk of your (or your team's) efforts fall on collecting data from your customers via online forms.  

With JotForm, you can easily create forms with aesthetic appeal that match your business's look and feel. JotForm offers more than 10,000 templates, the likes of which include product order forms, course registration forms, feedback surveys, and more.  

Whether you’re collecting payment details or managing product orders, JotForm certainly fits the bill. Yet you still need to find the time to process all that customer information quickly—without wasting valuable time copying and pasting information into the different apps you rely on. 

So: How can you leverage this data properly to make smarter business decisions? Well, you can do a lot more when you combine JotForm with Zapier. That way, you can automate certain tasks involved in form management, like adding contacts directly to your CRM or receiving instant notifications the moment a client submits their responses. 

Below we break down the top ways to automate your online forms workflows and cut out manual data entry—turning your forms into a powerful business tool.

To get started with a Zap template—our pre-made workflows—just click on it, and we'll guide you through the set-up process. It only takes a few minutes. You can also read more about setting up Zaps here.

Manage your client relationships

Gone are the days of exporting your form data manually—this used to be a logistical challenge of epic proportions. With Zapier, you can send all your JotForm responses straight to a spreadsheet (so you can share results with team members) or have them added automatically to your CRM as contacts (for sales to reach out to). It's not just a huge time-saver, automating this process also alleviates the potential for human error. 

Add ActiveCampaign contacts from new Jotform submissions

Add ActiveCampaign contacts from new Jotform submissions
  • Jotform logo
  • ActiveCampaign logo
Jotform + ActiveCampaign

Send newsletters to your respondents

The same can be said for your marketing strategy. By linking JotForm to your newsletter app, you'll be able to save the individual's contact details and sign up each respondent to your newsletter, too (with their permission, of course!)

Create and track tasks

Any time someone fills out your form, Zapier can create new tasks in your project management tool—complete with data from your form—so you can better follow up with respondents if more action is required. That way, you and your team members can get straight to work without referring back to forms and respondents again and again. 

Follow up faster with notifications

You spend an age creating the perfect form, then you hit send––and wait. When someone responds, you'll want to know if your hard work has paid off. That's why you can create Zaps that will let you (and any team member) know right away with an SMS, email, or notification in your favorite team chat app. That way, following up can be done immediately, without anyone having to check JotForm multiple times a day.  

Add events straight to your calendar

Let's say you use forms to schedule meetings, consultations, or appointments with prospective clients. There are a few handy Zaps you can set up to automatically add your JotForm respondents straight to your calendar (with invites), so you can forget about manually adding in events each and every time. Once your JotForm form is filled out, Zapier will turn it into an appointment––so you're always one step ahead of your busy schedule. 

Take your website forms to the next level

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.

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

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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'