Let’s explore how you can integrate Jotform with MS Excel and automatically record Jotform responses in a new row of your MS Excel sheet.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Jotform with Pabbly Connect to capture form responses, then link Pabbly Connect with MS Excel and record the captured responses.
Steps to Automatically Add Jotform Responses to MS Excel Spreadsheet
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a link between Jotform and Pabbly Connect
3. Setup MS Excel as the Action App to Record Responses
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a link between Jotform and Pabbly Connect
We will now look at the steps through which we will establish a link between Jotform and Pabbly Connect. This will help us fetch the Jotform respondent details on every new submission.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Jotform.
Choose ‘Jotform’ as the Trigger App and select ‘New Response’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Jotform account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Jotform, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Jotform Account
To connect with your Jotform account, go to the Jotform whose response you want to capture, and click on ‘Edit Form’
Click on ‘Settings’, and select ‘Integrations’. Search for and click on ‘WebHooks’.
Paste the Webhook URL we copied earlier, and click on ‘Complete Integration’.
C. Test Connection
To test this established connection, we need to submit a dummy form.
Go to ‘Publish’, and click ‘Open In New Tab’. This will open the form you are working on in a new tab.
Switch to Pabbly Connect, and you will find the received response. Pabbly Connect has fetched the details of your submitted form, thus confirming the connection.
We have established a link between Jotform and Pabbly Connect. Pabbly Connect will now automatically capture the responses upon each form submission.
Step 3:- Setup MS Excel as the Action App to Record Responses
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save Jotform responses in MS Excel. Thus, MS Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet you want to use for storing your data.
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map First Name from the step above.
Similarly, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, the data will start reflecting in your MS Excel spreadsheet.
Our automation is complete. We have successfully integrated Jotform with MS Excel. Each time someone responds to your Jotform, their data will automatically be recorded in your MS Excel sheet.
You can copy this entire workflow by clicking this link.
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