What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    How to automatically take any completed form to a spreadsheet for tracking

    Asked by Jeff Moore  on July 30, 2015 at 11:58 AM

    We are a real estate team that wants to use online forms for our agents to put their daily data and activities in and have that data flow auto into a spreadsheet so we can track that data over time. If we can add this to our salesforce that would be great too. Right now this is only for in house and not out for the public. 

     

    Thanks

    tracking how a completed form
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    JotForm Support

    Answered by Boris on July 30, 2015 at 01:20 PM

    Yes, you can both export your submissions to Excel, and integrate your forms with SalesForce.

    As I understand, you wish to have an always updated excel file with all the submissions, including the latest. You can achieve this in several ways:

    1) By integrating your form with Google Spreadsheet, which will get updated with your submissions whenever they happen.

    2) By setting up an Excel Report, and downloading it at your convenience to fetch the latest data. Excel reports can be protected with a password, so only people you share that password with will be able to download the Excel Report.

    There is a third-party app designed to forward your Excel Reports to Dropbox automatically: http://reports2cloud.jotform.io/

    3) Third way is not automatic, but you can manually Export Form Data to Excel whenever you want, and it will have all your submissions for that form. You can also partially download Form Submissions as Excel-CSV-PDF.

    When it comes to SalesForce, we are happy to inform you that we have implemented a SalesForce integration. You can read our guide on how to set up Flexible Data Integration with Salesforce, and our guide on Mastering SalesForce with JotForm should help as well.

    If you need further clarifications, help, or if you hit any snag along the way, please let us know and we will be happy to assist you.