How to Use Zapier with Jotform

Zapier allows you to integrate different web applications to automate your ideal workflows. For example, you can send a custom email through Gmail for each form submission or add form submitters to your Google Contacts.

In Zapier, you can use Jotform to trigger an event for each form submission to your chosen app. But you can also select Jotform to trigger an action such as Assigning Form, Assigning Prefilled Form, and Create Submission.

In this guide, we’ll talk about the different methods of using Zapier with Jotform. Let’s start!

Setting up Zaps in the Form Builder with Dedicated Integration

In the Integrations section, you’ll find the Zapier-powered apps. We currently have ten apps displayed in the list.

1. In the Form Builder, go to the Settings tab.
2. On the left side, click Integrations.
3. Scroll down at the bottom. You’ll find the following:

Jotform also supports the other apps, but on the condition that they’re available at Jotform’s Zapier Templates. For example, Freshdesk or Wrike are unavailable in the list, but they will appear if you search for them.

4. Click the app to see the available templates.
5. Next, click the Use this Zap button to set up the Zap Template. You’ll have to go through some steps to complete the integration.

Setting up Zaps in the Form Builder with Zapier Integration

The apps mentioned above and their templates are also available with the main Zapier integration. If the apps are connected, they’ll appear through the Zapier integration window.

1. In the Form Builder, go to Settings.
2. On the left side, click Integrations.
3. Search and click Zapier.

4. At this stage, you can connect your Zapier account by clicking the Connect to Zapier button or go ahead and connect apps by clicking the Use Zap button at the listed Zapier templates. You still have to connect your Zapier account later when using a template.

5. Assuming you clicked the Connect to Zapier button, you will have to log in to your Zapier account.
6. Once logged in, click the Authorize button. You will be redirected to the main screen after.

7. You should see all your active and disabled Zaps on the main screen. You can opt to edit your existing Zaps, which are under the Your Zaps row or create a new Zap by searching the app under the Zapier Templates row.

8. Let’s use Google Contacts as an example. Click the Use this Zap button on the right.
9. Click Choose an Account to connect your Jotform account to Zapier. Click Continue.

10. Next select your trigger, which is the form you’re connecting to Zapier. The form you’re currently editing will automatically selected. Click Continue.

11. Test your trigger event to make sure Zapier can collect submissions properly.

12. If everything looks good after testing, click Continue with selected record.

13. Now you can add your Google Contacts account. Click Choose.

14. Select your account and click Continue.

15. Insert data from your form to ensure Google Contacts matches the fields to Jotform. You can also enter custom fields to the bottom. Then select Continue.

16. Make sure your data is matched correctly, then select Test step.

17. Go to Google Contacts to ensure your Zap was set up correctly. If you see your contact then you’ve done it right.

18. Click Publish. Now your form submissions should automatically create Google Contacts.