Top 5 Jotform Automations Inside Pabbly Connect

Explore the top 5 Jotform automations using Pabbly Connect to enhance your workflows with Facebook, Google Sheets, Excel, and more. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Integrate Jotform with Google Sheets Using Pabbly Connect

Integrating Jotform with Google Sheets using Pabbly Connect is a powerful way to manage your form submissions. Every time a form is submitted, the data can be automatically added to multiple Google Sheets, enhancing your data organization.

To set this up, follow these steps:

• Log in to your Pabbly Connect account.
• Create a new workflow and select Jotform as the trigger application.
• Choose the trigger event as ‘New Submission’.
• Connect your Jotform account and select the specific form you want to track.
• Add Google Sheets as the action application and select ‘Add Row’.
• Map the fields from Jotform to Google Sheets.
• Test the integration and save your workflow.

This process allows you to keep track of all submissions in a structured way, making it easy to analyze data later.

2. Send Business Brochures via WhatsApp with Jotform Submissions

Using Pabbly Connect, you can send business brochures to leads via WhatsApp every time a new Jotform submission is received. This automation helps in nurturing leads effectively.

To set this up, follow these steps:

• Log in to Pabbly Connect.
• Create a new workflow, selecting Jotform as the trigger.
• Choose ‘New Submission’ as the trigger event.
• Connect your Jotform account and select the desired form.
• Add WhatsApp as the action application and select the action event for sending a message.
• Map the fields to include the brochure link and lead details.
• Test the integration and enable your workflow.

This automation keeps your leads engaged by providing them with valuable information right after they submit their details.

3. Add Jotform Submissions to Excel Spreadsheet via Pabbly Connect

Another powerful integration using Pabbly Connect is adding Jotform submissions directly to an Excel spreadsheet. This method helps in organizing your data for future follow-ups.

To implement this integration, follow these steps:

Access your Pabbly Connect account. Create a new workflow with Jotform as the trigger application. Select ‘New Submission’ as the trigger event. Connect your Jotform account and choose the relevant form. Add Excel as the action application and select ‘Add Row’ as the action event. Map the Jotform fields to the corresponding Excel columns. Run a test and activate the workflow.

This setup ensures that all your leads are stored in an Excel file, making it easier to manage and analyze your submissions.

4. Send Jotform Submissions to Telegram Using Pabbly Connect

With Pabbly Connect, you can also send Jotform submissions to your Telegram account. This integration allows for real-time notifications of new submissions.

To set up this integration, follow these steps:

Log into your Pabbly Connect account. Create a new workflow, selecting Jotform as the trigger application. Choose ‘New Submission’ as the trigger event. Connect your Jotform account and select the appropriate form. Add Telegram as the action application and select ‘Send Message’ as the action event. Map the Jotform submission fields to your Telegram message. Test the integration and enable the workflow.

This integration allows you to receive immediate updates on new leads, enhancing your responsiveness.

5. Automatically Send Leads to CRM with Pabbly Connect

Lastly, using Pabbly Connect, you can automatically send new Jotform submissions to your CRM, such as Salesforce. This integration streamlines your lead management process.

To set this up, follow these steps:

Access your Pabbly Connect account. Create a new workflow with Jotform as the trigger application. Select ‘New Submission’ as the trigger event. Connect your Jotform account and choose the relevant form. Add Salesforce as the action application and select ‘Create Lead’ as the action event. Map the Jotform fields to the Salesforce lead fields. Run a test and activate the workflow.

This automation ensures that every lead captured through Jotform is instantly available in your CRM, facilitating timely follow-ups.

Conclusion

In conclusion, using Pabbly Connect to automate Jotform submissions with various applications like Google Sheets, WhatsApp, and Salesforce can significantly enhance your business processes. These integrations streamline data management and improve lead engagement, making your workflows more efficient.