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.
New to Zapier? It’s workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.
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.
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.
If you want immediate personal notifications, you can even use WhatsApp to send you an alert directly to your phone.
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.
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.
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:
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.
