Integrate Jotform Submissions to Excel Spreadsheet Using Pabbly Connect

Learn how to seamlessly integrate Jotform submissions into your Excel spreadsheet using Pabbly Connect with this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform to Excel Integration

To integrate Jotform submissions with your Excel spreadsheet, first access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect product page. If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply sign in to their accounts.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. Name your workflow something descriptive, like ‘Jotform to MS Excel Integration’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Setting Up Jotform as the Trigger in Pabbly Connect

In this step, you will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This event will activate whenever a new form submission is made.

• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Jotform account and edit the form you want to connect.

In the Jotform settings, find the Integrations option and search for ‘Webhooks’. Paste the copied webhook URL and complete the integration. This setup allows Jotform to send submission data directly to Pabbly Connect whenever a form is filled out.

3. Testing the Jotform Integration with Pabbly Connect

After setting up the Jotform trigger, it’s essential to test the integration to ensure data is flowing correctly. Fill out the Jotform you integrated with sample data to generate a submission. Once submitted, return to Pabbly Connect to see if the response is captured.

Check the response section in Pabbly Connect. You should see the details of the form submission, including fields like first name, last name, email address, and phone number. This confirms that Jotform is successfully sending data to Pabbly Connect.

4. Connecting Excel to Pabbly Connect for Data Entry

Next, you will connect Microsoft Excel as the action application in Pabbly Connect. Select Microsoft Excel from the application list and choose the action event as ‘Add Row to Worksheet’. This action will add a new row in your specified Excel spreadsheet whenever a new Jotform submission is received.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Authorize Pabbly Connect to access your Microsoft Excel account.
• Select the workbook and worksheet where you want the data to be stored.

After authorizing and selecting the correct workbook, map the fields from the Jotform response to the corresponding columns in your Excel worksheet. This mapping ensures that the data is accurately entered into the right fields.

5. Finalizing the Integration and Testing

With both Jotform and Excel connected through Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to check if the data is being added to your Excel spreadsheet correctly. Refresh your Excel worksheet to see the new row populated with the test submission data.

Once confirmed, save your workflow in Pabbly Connect. This automation is now set up, meaning every new Jotform submission will automatically populate your Excel spreadsheet without any manual effort. You can repeat this test with additional submissions to ensure everything functions as intended.

Conclusion

Integrating Jotform submissions with your Excel spreadsheet using Pabbly Connect streamlines data management significantly. This automation allows you to capture form responses directly into your spreadsheet, enhancing efficiency and reducing manual entry errors. Follow the steps outlined in this tutorial for seamless integration.