Form apps like Jotform make websites way more useful. They can help you collect payment info, receive purchase orders, solicit feedback and opinions from customers, and even simply add interested leads to your email subscription lists.
But what happens to all that valuable information once the form is submitted? You need to organize your data, add subscribers to CRMs and email campaign accounts, and follow up with folks. Automation makes all of those tasks significantly easier.
When you connect Jotform to your other business-critical tools with Zapier’s automated workflows, you can instantly follow up on form responses at scale. Here’s how.
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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 follow up more quickly and stay informed of what’s going on.
If you want immediate personal notifications, you can even use Twilio to send you an SMS message 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 ClickUp, 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
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, written by Elena Alston. It was most recently updated in October 2023 by Wren Noble.