How to Use Zapier with Jotform

April 14, 2022

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 Eleven (11) 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:
  • Microsoft Excel
  • Gmail
  • Google Contacts
  • Discord
  • GotoWebinar
  • Sendinblue
  • Klaviyo
  • Convertkit
  • ClickUp
  • Podio
  • Smartsheet

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.

  1. Click the app to see the available templates.
  2. Next, click the Use 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 the Settings.
  2. On the left side, click Integrations.
  3. Search and click Zapier.
  1. 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.
  1. Assuming you clicked the Connect to Zapier button, you will have to log in to your Zapier account.
  2. Once logged in, click the Authorize button. You will be redirected to the main screen after.
  1. 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.
  1. Let’s take, for example, Google Contacts. Click the Use this Zap button on its right.
  2. Click the Get Started button for the next step.
  1. On the next page, you can select your existing Jotform account. Otherwise, connect it, and click the Next button after.
  1. The current form you’re editing is automatically selected. Click the Next button.
  1. Since you’ve chosen Google Contacts, you will have to select your Google account from the list or connect one. Click the Next button once the account is selected.
  1. Select the fields from Google Contacts you wish to map with your Jotform form fields, and click the Next button at the bottom part.
  1. Map your Google Contact fields with Jotform’s. Click the Next button once you’re done here.
  1. Click the Send Test button. Once done, click the Next button.
  1. If there are no issues, the Zap should connect and is now ready to be turned on.

We highly suggest sending test data to the actual form view and making sure you see the contacts added to your Google Contact list. Please find the below example of the above integration.

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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