10 must-use Jotform integrations for different forms

As more and more businesses go digital, online forms are slowly replacing their now outdated cousin — paper forms. Why? There are lots of advantages to using online forms, but the one that tips the scale in their favor is their ability to gather actionable data.

In a blog post for HubSpot, Alex Birkett says that “74% of companies use online forms for lead generation, with 49.7% stating their online forms are their highest converting lead generation tool.”

While online forms are great at generating leads for your business, this is just the first step in your journey. You still have to convert those leads into customers. But manually converting those leads can be quite a task, especially if you have lots of them. That’s where automation comes in.

In this post, we’ll go through 10 Jotform workflows that you can set up for contact forms, payment forms, event registration forms, feedback forms, and content subscription forms. Apart from saving you time, these automations will help you deliver a better user experience, keeping your leads engaged and improving your conversion rates.

Workflows for contact forms

Contact forms need no introduction. Most of us have filled out a contact form at least once in our life. These forms are one of the best ways for a business to get in touch with their potential customers and vice-versa.

Different businesses set up their contact forms in different ways. A SaaS business might use a contact form to get more demo bookings, a real estate business might use it to drive quotes, and a consulting firm might use it to field audit requests.

While the use cases for different businesses vary, one thing that stays constant is the intent. Any leads that come from your contact forms have high intent, and your sales team should be on top of them.

To keep these leads engaged and prevent them from slipping through the cracks, use these automations:

  1. Send Jotform submissions to your choice of CRM

  2. Whether the volume of leads coming through your contact form is low or high, it’s always a good idea to automatically send these leads into your CRM rather than manually importing and exporting them. This will help minimize the delay in responding, determine the lead quality, and actively track the life cycle stage of your user.

    Jotform’s native integrations with popular CRMs allow you to easily add new Jotform submissions as contacts in Salesforce, HubSpot, and ActiveCampaign.

    Bonus: You can also set up an automation to create deals in your pipeline from new Jotform submissions. This will help you track how close you are to winning their business and the revenue they’ll generate for you.

    If you want to automatically export Jotform submissions to other apps like Intercom, Liondesk, and Capsule CRM, you can use an integration platform like Automate.io. It allows you to connect your favorite web apps and create workflow automations without any coding.

    Here’s how you do it:

  3. Notify your team about new Jotform submissions

  4. If you use collaboration tools like Slack or Microsoft Teams, this automation can really come in handy to notify your sales team in real time whenever someone submits your contact form. It also helps ensure that your leads get a prompt reply.

    Jotform has a native integration with Slack that will allow you to set up this automation. However, if you’re using Microsoft Teams, you can set up the automation using Automate.io.

    Here’s how you do it:

  5. Create tasks for new Jotform submissions

  6. You want your sales team to be on top of leads who request a demo, a quote, or a free consultation. Your salespeople should also be able to automatically create follow-up tasks that will help them do just that.

    If you’re using project management tools like Trello or Asana to keep track of your task list, you can use Jotform’s native integration to set up this automation.

  7. Create calendar events with Jotform submissions

  8. This automation works like a charm if you’re using a contact form to book demo requests or appointments. Not only does it ensure that you never miss a scheduled meeting, but it also eliminates the need to manually create events in your preferred calendar app.

    You can use Jotform’s Google Calendar integration to automatically create events with new form submissions. If you use Office 365 as your preferred calendar app, you can set up this automation using Automate.io.

    Here’s how you do it:

  9. Send an email response to new Jotform submitters

  10. Nothing says you care about your customers better than a prompt response when they fill out a contact form.

    While you can easily set up a response through your preferred email marketing platform, an inexpensive way to do this is to directly send a confirmation or a thank-you email from your Gmail account.

    You can connect Jotform with Gmail using Automate.io and can even use the data from a form submission to send a personalized note. This automation works great to keep your qualified leads engaged.

    Here’s how you do it:

    Workflows for payment forms

    Jotform makes it super simple to collect payments online.

    Whether you’re an e-commerce business looking to sell your products, an NGO looking to raise donations, or a restaurant looking to drive food orders, you can set up a payment form with Jotform and collect payments using any of the 30+ payment processing integrations supported by Jotform.

    Once you’ve set up your payment form, use one of these automations to provide your customers with a top-notch experience.

  11. Generate an invoice automatically when a payment form is submitted

  12. Manually creating an invoice every time someone submits your payment form is extremely time-consuming if you get a lot of payments. Also, a delay in sending an invoice might negatively affect your user’s experience.

    This automation can take care of all the problems listed above so that you can focus on important things like generating more revenue through your payment form.

    Here’s how you do it:

  13. Sync payment information submitted through Jotform with your CRM

  14. As mentioned in the first automation, it’s important to add all your Jotform submissions to your CRM. Likewise, it’s important to keep your CRM updated with the latest information about your customers. One such important piece of information is their purchase history.

    Manually updating this information for all your customers is a Herculean task, and that’s why you should automate it. If you store your customer’s purchase history in your CRM, you can improve their experience by sending personalized product recommendations.

    You can set up this automation easily using Jotform’s integrations with popular CRM and email marketing integrations. Just link the respective CRM or email app account to your Jotform account, and your contacts will be automatically updated whenever someone submits your Jotform payment form.

    Workflows for event registration forms

    Holding events is one of the best ways to generate leads for your business. A lot of effort goes into planning an event. Whether online or offline, one of the first steps in creating an event is to set up a landing page with an event registration form.

    Event registration forms allow you to plan better, learn more about your audience, and gauge overall interest in your event.

    Some events that work really well are product webinars, masterclass webinars, group meetups, workshops, and product launch events.

    Jotform has more than 400 event registration form templates to get you started. Once you’ve set up the form that best suits your requirements, here’s an automation you should use:

  15. Send a confirmation message and reminders via SMS

  16. This simple yet effective automation can help keep your event registrants engaged and maximize attendance.

    While email works as a great channel for communication, you can take it a step further by adding SMS into your customer journey. This can improve your registration-to-attendee ratio.

    Send a confirmation SMS with event details using your preferred app as soon as someone submits your event registration form, or send a reminder SMS when your event is a few days away.

    Here’s how you do it:

    Workflows for customer feedback forms

    Customer feedback is essential to the success of any business, and the best way to collect that feedback is through a customer feedback form.

    You can collect feedback from your customers on each and every aspect of your business, ranging from product, marketing, sales, and UX to customer support.

    Once you’ve created your feedback form, it’s essential that you act on the feedback and pass it to relevant teams. This automation will help you do that:

  17. Create support tickets with Jotform submissions

  18. If you want to categorize the feedback you’re collecting through Jotform and improve your response time, then this automation is for you.

    It will automatically create support tickets in Zendesk or Freshdesk for every new Jotform submission, which will, in turn, help you actively track all your customer feedback and monitor resolution time in a single place.

    Here’s how you do it:

    Workflows for subscription forms

    If your business produces a lot of content through different mediums like blogs, webinars, podcasts, white papers, and case studies, content subscription forms might be a good way for you to build an email list and capture the interest of your potential customers.

    If you already have a content subscription form in place, this automation should help you convert your subscribers into paying customers:

  19. Nurture your subscribers

  20. Yes, that’s right. Nurturing your subscribers is the best way to convert them into paying customers.

    A good nurturing workflow helps you understand users’ pain points, how they affect their business, and the benefit of resolving these issues as soon as possible.

    You can create nurturing workflows in your preferred email marketing platform and instead of manually enrolling your content subscribers into this drip campaign, you can set up an automation using Automate.io that does the job for you.

    Here’s how you do it:

    We’ve come to the end of our list of 10 must-use Jotform automations to keep your customers happy! If you put all these automations to use, you’ll effectively save seven hours per week. Isn’t that amazing?

    Check out the Jotform integrations page to learn more about other Jotform automations you can create using Automate.io.

This article is originally published on Nov 18, 2019, and updated on Mar 23, 2022.
Ashutosh is a senior inbound marketer at Automate.io. When he’s not geeking about different ways to attract and engage users, you can find him on his couch binge-watching movies or on the quest for a gastronomical delight.

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