How to Use Zapier with Jotform

May 22, 2024

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. However, you can also select Jotform to trigger actions 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. Jotfrom has listed multiple apps, which you’ll find below.

  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:
  • Microsoft Excel
  • Gmail
  • Google Contacts
  • Discord
  • GotoWebinar
  • Bravo (Formerly Sendinblue)
  • Klaviyo
  • Convertkit
  • Podio
  • Smartsheet
  • Ontraport
  • Streak
  • Copper
  • Salesforce Pardot
  • Mailgun
  • Agile CRM
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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 will appear if you search for them.

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  1. Click the app to see the available templates.
  2. 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.
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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. Here are the steps to find them:

  1. In the Form Builder, go to the Settings tab.
  2. On the left side, click Integrations.
  3. Search and click Zapier.
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  1. Now, 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.
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  1. Assuming you clicked the Connect to Zapier button, you must log in to your Zapier account and ensure you authorize Jotform to connect to your account.
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  1. If you’ve previously connected the current form with Zapier, you can see its connected apps through Your Zaps section. To start a new integration, look from the Zapier templates list and click the Use this Zap button. Let’s use Google Contacts as an example.
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  1. Select your Jotform account from the Account tab in the Zap configuration screen, and click the Continue button.
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  1. The integration automatically selects the current form as the Trigger, so click the Continue button to proceed.
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  1. Test your trigger event to make sure Zapier can collect submissions properly.
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  1. If everything looks good after testing, click the Continue With Selected Record button.
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  1. You’re now unto the next part. The integration automatically sets up the App & Event tab based on the chosen Zapier template, so click the Continue button to proceed.
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  1. Select your Google Contacts account from the Account tab and click the Continue button.
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  1. Under the Action tab, map your Jotform form fields to Google Contacts accordingly, and click the Continue button.
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  1. To ensure the integration works, test the step by clicking the Test Step button.
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  1. Go to Google Contacts and find the test data. If you see the contact, then you’re all set.
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  1. Finally, click the Publish button to publish/enable your Zap.
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Note
Based on your Zapier’s Plan, you may not see the data instantly due to your plan’s update time. You may need to go to Zapier’s website and run the Zap manually.

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