Integrate JotForm Submissions into Microsoft Excel with Pabbly Connect

Learn how to automate JotForm submissions to Microsoft Excel using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating JotForm submissions into Microsoft Excel, access Pabbly Connect by navigating to the official website. Here, you can sign in if you have an account or sign up for free if you are a new user. Pabbly Connect provides 100 free tasks each month, making it accessible for users to begin automation.

Once signed in, you will land on the applications page. Click on the Pabbly Connect option to access the dashboard. From there, you can create a new workflow to begin setting up your integration between JotForm and Microsoft Excel.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click the Create Workflow button in the top right corner. You will be prompted to name your workflow; for example, name it ‘Add JotForm Submission to Microsoft Excel Sheets.’ This name will help you identify the workflow later.

After naming your workflow, you will see the trigger and action setup window. In this section, you will specify JotForm as the trigger application and Microsoft Excel as the action application. Follow these steps to set it up:

• Select JotForm as the trigger application.
• Choose the trigger event as New Response.
• Select Microsoft Excel as the action application.
• Choose the action event Add Row to Worksheet.

With the trigger and action set, you are ready to connect JotForm and Microsoft Excel through Pabbly Connect. This connection will allow data to flow from JotForm submissions directly into your specified Excel sheets.

3. Setting Up JotForm for Integration

Next, you need to configure JotForm to connect with Pabbly Connect. Go to your JotForm account and edit the form you wish to integrate. In the form settings, navigate to the Integrations tab and search for Webhooks. This is where you will input the webhook URL generated by Pabbly Connect.

To get the webhook URL, return to Pabbly Connect and copy the provided URL. Paste this URL into the JotForm integration settings and click on Complete Integration. Your form is now set to send data to Pabbly Connect whenever a new submission is made.

After completing the integration, publish the form and test it by submitting a response. This test will help you ensure that the data is being captured correctly in Pabbly Connect. Once the test is successful, you can move on to the next steps in your automation process.

4. Configuring Microsoft Excel Integration

With the JotForm setup complete, you will now configure Microsoft Excel in Pabbly Connect. After receiving a test submission from JotForm, you can proceed to map the data to the Excel sheet. Select the Excel workbook you wish to use and specify the worksheet where the data will be added.

In this step, you will map the fields from the JotForm response to the corresponding columns in your Excel sheet. This mapping is crucial as it ensures that the data from JotForm is inserted correctly into Excel. Use the following mapping method:

• Map the first name field from JotForm to the first name column in Excel.
• Map the last name field to the last name column.
• Map the employee ID to the corresponding column.
• Map the video created status to its respective column.

After mapping the fields, click on Save and Send Test Request to verify that the data is correctly added to your Excel sheet. This step will confirm that your integration between JotForm and Microsoft Excel via Pabbly Connect is working as intended.

5. Finalizing the Automation Process

To complete the automation, you will need to set up conditions based on the responses received from JotForm. For instance, if the response indicates that the video was created, you will direct the data to the ‘Marked Yes’ sheet in Excel; otherwise, it will go to the ‘Marked No’ sheet. This is done using the router feature in Pabbly Connect.

Set up two routes in Pabbly Connect to handle the conditions. Name one route ‘Mark Yes’ and the other ‘Mark No’. Configure the filters for each route to check the video created status. If the status is ‘Yes’, the data will be added to the ‘Marked Yes’ sheet; if ‘No’, it will be added to the ‘Marked No’ sheet.

Finally, test the automation by submitting different responses in JotForm. Check that the data is being correctly routed and added to the respective Excel sheets, confirming that your automation is successfully set up through Pabbly Connect. This ensures that your workflow is efficient and accurately reflects the submissions received.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect for integrating JotForm submissions into Microsoft Excel. By following these steps, you can automate data entry and improve efficiency in your workflow. With Pabbly Connect, automating processes has never been easier.