Integrating JotForm Submissions into Microsoft Excel Using Pabbly Connect

Learn how to seamlessly integrate JotForm submissions into Microsoft Excel using Pabbly Connect. Follow this step-by-step tutorial for automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating JotForm submissions into Microsoft Excel, first, access Pabbly Connect. This platform allows you to create automation workflows between various applications. If you are a new user, you can sign up for free and receive 100 tasks each month.

After signing into your Pabbly Connect account, you will see the dashboard displaying various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, you might name it ‘JotForm Submissions in Microsoft Excel’.

• Select a folder to save your workflow.
• After naming your workflow, click on the ‘Create’ button.
• You will see two sections: Trigger and Action.

In this case, set the trigger application as JotForm and the action application as Microsoft Excel. This setup is crucial for the automation process.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on the arrow next to the Trigger section. Select JotForm as your trigger application and choose ‘New Response’ as the trigger event. This means that every time a new form submission occurs, Pabbly Connect will capture the response.

Once you select the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect JotForm with Pabbly Connect.

• Open your JotForm account and navigate to the form you want to integrate.
• Go to the ‘Settings’ tab and select ‘Integrations’.
• Search for Webhooks and paste the copied URL into the provided field.

After completing these steps, click on ‘Complete Integration’ to finalize the connection. You should see a confirmation that the integration is ready.

4. Testing the Trigger Setup in Pabbly Connect

With the trigger set up, it’s time to test the connection. Go back to your JotForm and submit a test entry. Fill out the form with sample data and submit it. This action will trigger the webhook you set up in Pabbly Connect.

After submission, return to Pabbly Connect and check if it has captured the response. If successful, you will see the details of your test submission reflected in the Pabbly Connect dashboard.

Verify the captured data, such as first name, last name, email, and phone number. This confirms that JotForm is correctly integrated with Pabbly Connect.

Once you confirm the data is captured, you can proceed to set up the action step in your workflow.

5. Setting Up the Action in Pabbly Connect

Now that the trigger is working, you need to set up the action step. Click on the arrow next to the Action section and select Microsoft Excel as your action application. Choose ‘Add Row to Worksheet’ as the action event.

Next, you will need to connect Microsoft Excel to Pabbly Connect. Click on ‘Connect’ and authorize the connection. After connecting, select the workbook where you want the data to be added. In this case, select the workbook named ‘JotForm Lead Details’.

Select the worksheet, typically named ‘Sheet1’. Map the fields from the JotForm response to the corresponding columns in Excel.

Once you have mapped all necessary fields, click on ‘Save and Send Test Request’. This action will send the data to your Microsoft Excel worksheet. Refresh your worksheet to check if the data has been added correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of JotForm submissions into Microsoft Excel. By following the steps outlined, you can efficiently capture form responses and have them automatically populated in your Excel worksheets. This integration streamlines your workflow and enhances productivity.