Jotform Integrations Guide (2025)

If you’re already using Jotform to collect data, you’re just scratching the surface of what’s possible. By integrating it with popular tools like Knack, you can supercharge your workflows—saving time, reducing manual input, and increasing overall efficiency. Ready to unlock a whole new level of functionality in Jotform? Tag along as we explore how you can maximize its potential by connecting it with other powerful solutions.

Key Takeaways

• Jotform integrations are connections between Jotform and other apps that automate workflows and improve data flow by syncing form responses with tools like CRMs, payment processors, and cloud storage platforms.
• Jotform users can set up these connections by locating the integration option in the interface, selecting and connecting their accounts, mapping form fields to corresponding app fields, and testing to ensure it works correctly.
• Knack is one of the best platforms to integrate with Jotform because it transforms submitted form data into a powerful, searchable online database for streamlined data management and real-time updates.

What are Jotform Integrations?

Integrating Jotform with other applications allows users to seamlessly connect their online forms to automate workflows and improve data management. These integrations enable form submissions to trigger actions in connected tools—such as adding contacts to a CRM, creating tasks in a project management app, or processing payments instantly. 

Jotform offers native integration with over 150 popular platforms, making it easy to connect with solutions like Google Sheets, Slack, PayPal, Salesforce, and Knack. Whether you’re managing leads, organizing internal workflows, or handling transactions, Jotform integrations help ensure your data moves efficiently between the tools you rely on most.

Benefits of Using Jotform Integrations

From automating repetitive workflows to ensuring more accurate data collection, Jotform integrations offer practical advantages for teams of all sizes. By connecting your forms to the external tools you already count on, you can reduce manual data entry and centralize important information, thus freeing up valuable time and resources. 

Some key advantages of Jotform integration include:

• Automation of workflows: Expedite workflows by triggering actions—such as sending confirmation emails, updating CRM records, or creating tasks in project management tools—immediately after a form is submitted.
• Improved data accuracy: Automatic data syncing ensures that information entered into forms is immediately transferred to connected systems without manual handling, thereby reducing the risk of human error.
• Enhanced productivity: Saves time by eliminating repetitive tasks, allowing teams to focus on higher-value work.
• Better team collaboration: Keeps all stakeholders in the loop by pushing updates to tools like Slack, Trello, or Asana.

Common Jotform Integrations

So, what are some of the most popular Jotform integrations right now? Payment gateways are one biggie, allowing users to secure payments directly through forms. CRMs serve as another common connection, automatically receiving form submissions to streamline lead capture, customer tracking, and sales pipeline management.

Let’s dive a bit further into these and other integrations, examining how they can enhance Jotform’s functionality:

A. Payment Gateways

Payment gateway integrations enable users to collect payments directly through their forms without needing a separate checkout process. By seamlessly embedding payment fields within the form, customers can make secure transactions during form submission, whether for purchasing products, making donations, or paying for services.

For example:

• PayPal: Allows users to easily accept credit card payments, PayPal balance transfers, and even subscriptions, making it ideal for a variety of businesses.
• Stripe: Enables the collection of one-time payments, the creation of custom payment plans, and more, all directly through Jotform forms.
• Square: Widely used for its ease of integration with both online and in-person payments, making it a versatile choice for all types of operations.

B. CRM & Sales Tools

By connecting a CRM system and sales tools with Jotform, businesses can automatically manage leads and customer data collected through forms. When a form is submitted, the data is instantly transferred to a CRM, eliminating the need for manual data entry. This seamless flow of information ensures that leads are captured in real time, segmented, and tracked throughout the sales pipeline.

Popular integrations include:

• HubSpot: Automatically sends form submissions into HubSpot’s CRM, allowing for instant lead capture, contact segmentation, and email marketing automation.
• Salesforce: Instantly syncs data to Salesforce to help track leads, manage opportunities, and automate sales workflows from within the Salesforce platform.
• Zoho CRM: Collects form responses and automatically adds them to Zoho CRM, helping businesses manage customer data and track sales activities efficiently.

C. Email Marketing Platforms

Email marketing platforms can automate the process of building email lists and streamlining marketing workflows when connected with Jotform. Whenever a user submits a form, their information will be automatically added to a designated list, eliminating the need for manual data entry. This integration ensures that email marketing efforts are timely, efficient, and tailored to the right audience.

For instance:

• Mailchimp: Automatically adds form submissions to Mailchimp email lists, allowing businesses to segment contacts and trigger automated email campaigns based on specific form responses.
• Constant Contact: Syncs form data with Constant Contact, enabling users to build and maintain email lists, automate follow-up emails, and track the performance of email campaigns triggered by form submissions.
• ActiveCampaign: Connects to ActiveCampaign’s CRM and email marketing tools, automating the process of adding new leads to email campaigns and nurturing customer relationships with personalized follow-up emails.

D. Cloud Storage Solutions

Form submissions and file uploads from Jotform can be automatically stored in designated folders when the platform is connected to a cloud storage solution. When a form is submitted, the data and attached files are instantly transferred to the connected cloud storage service, keeping everything organized and secure. This eliminates the need for manual file management and ensures that all form documents are easily accessible and backed up in the cloud.

• Google Drive: Automatically stores form submissions and file uploads in organized Google Drive folders, making data easily searchable and accessible across devices.
• Dropbox: Syncs form data and file uploads directly to Dropbox, providing a secure storage solution with the ability to collaborate on documents in real time.
• OneDrive: Allows for seamless organization of form responses and attachments while leveraging OneDrive’s powerful file-sharing and collaboration features.

E. Collaboration & Productivity Tools

Any team with more than a single member can benefit from collaboration and productivity solutions. Jotform makes using these tools easy by offering connections with a variety of popular communication platforms. These integrations allow form data to trigger tasks, reminders, and discussions, improving overall task management by ensuring everyone stays aligned and informed.

Common connections include:

• Slack: Sends instant notifications to specific Slack channels whenever a form is submitted, allowing teams to quickly take action on new submissions.
• Trello: Syncs form submissions with Trello, creating automated cards for new form entries and helping teams organize tasks based on the responses collected through Jotform.
• Asana: Enables automatic creation of tasks in Asana from form submissions, ensuring that team members can easily track workflow without manual data entry.

F. Automation & Workflow Tools

Automation and workflow tools, such as Zapier and Make, allow Jotform to connect with thousands of other apps, creating complex automation workflows that extend beyond its native integration options. These tools enable users to set up multi-step workflows that can trigger actions in a wide variety of platforms based on form submissions, such as updating CRM systems or sending custom emails. 

A couple of standout options in this market include:

• Zapier: Offers integration with over 5,000 apps, enabling users to automate workflows by connecting form submissions to a variety of different tools.
• Make: Connects Jotform to a wide range of apps for more advanced automation workflows, including conditional logic and data transformation between systems.

How to Set Up and Manage Jotform Integrations

Setting up a Jotform integration is a fairly straightforward process that enables you to connect your forms with the tools you already use. By following a few simple steps, you can automate data flow and streamline your workflows without needing any technical expertise.

Here’s how to do it:

• Find integrations in the interface: In your Jotform form builder, navigate to the “Integrations” tab, where you can browse and search for the apps you want to connect with your form.
• Select and connect accounts: After selecting the integration you want, click to connect, and you’ll be prompted to log in to the relevant app (e.g., Google Drive, PayPal, or Salesforce) to grant Jotform access to your account.
• Map fields: Once connected, map your form fields to the corresponding fields in the integrated app, ensuring that the right data is transferred in the correct format.
• Test the integration: Before finalizing, run a test submission to ensure that the integration works as expected, verifying that data flows correctly into your chosen app and triggers the right actions.

Best Practices for Using Jotform Integrations Effectively

In order to get the most out of your Jotform integrations, it’s important to follow a proven set of best practices to ensure your setup is effective, reliable, and aligned with your business needs. Whether you’re integrating with a CRM, payment gateway, or automation platform, taking the time to define your goals, test your workflows, and more can prevent errors and maximize your efficiency.

Define Your Integration Goals

Understanding what you want to achieve with a Jotform integration before setting it up is crucial for ensuring it aligns with your specific goals and streamlines the right parts of your workflow. Whether your objective is to automate lead capture, simplify payment processing, or centralize data storage, clearly defining your desired outcome helps you choose the appropriate tool for your unique needs.

Without a clear goal, you risk creating disorganized workflows that don’t solve your core problems or require frequent adjustments. By starting with a well-defined purpose, you can set up integrations that are efficient, purposeful, and easy to maintain.

Understand Data Mapping

Data mapping involves matching each form field, such as name, email, or payment amount, to the corresponding field in the target app. Proper field mapping prevents mismatched or lost data and guarantees that every submission is organized and usable in your chosen platform. Taking the time to align fields carefully helps maintain data integrity and ensures your integration performs as intended.

Test Your Integrations Thoroughly

By submitting test entries, you can verify that data is being transferred accurately, fields are mapped properly, and the connected app is performing the desired actions. Validation helps catch errors early, such as missing data or incorrect formatting, allowing you to make adjustments before real submissions are involved. This proactive approach ensures your workflows run smoothly and reliably from the start.

Document Your Integrations

Finally, keeping a record of the Jotform integrations you’ve set up—along with their specific purposes—is a smart practice that can save time and reduce confusion down the road. Documenting which forms are connected to which apps and what each integration is meant to accomplish makes it easier to troubleshoot issues, update workflows, or onboard new team members in the future. This can also help you track changes and maintain control over your automated processes as your needs evolve.

Seamless Data Management with Knack + Jotform Integration

Knack is a powerful online database solution that allows users to easily organize and analyze structured data through custom applications, without needing to write any code. Many Jotform users choose to integrate with Knack because it provides a seamless way to store and work with form submissions in a more dynamic, searchable, and interactive environment.

Some key benefits of connecting Knack to Jotform include:

• Automatic data syncing: Ensures that every form submission is instantly sent to your Knack database without manual intervention. Using Jotform’s integration, powered by Zapier, you can create real-time workflows that keep your data accurate, up-to-date, and ready for use in your Knack applications.
• Turning form submissions into Knack records: Allows each Jotform submission to be automatically converted into a new record in your Knack database. This ensures that your data is instantly organized, structured, and ready to be used within your Knack apps for reporting, tracking, or workflow management.
• Automatically updating your Knack database: Jotform will automatically update your Knack database by using form submissions or edits to modify existing records. This verifies that repeated submissions—such as updated contact details or status changes—reflect in the appropriate Knack entries without duplicating information.
• The time-saving advantage: Eliminates the need for manual data entry, as form submissions are automatically routed into the Knack database. This automation saves time and reduces errors, allowing users to focus on more value-driven tasks rather than repetitive data management.

Unlock the Full Potential of Your Forms with Jotform Integrations

While Jotform by itself can be a powerful tool for creating customizable forms for data collection, connecting it with other external platforms can take its functionality to a whole new level. 

No matter if you’re automating lead management, collecting payments, or syncing submissions with project tools, the right integrations can turn simple forms into essential workflow engines. By thoughtfully integrating Jotform with your existing apps, you can create seamless systems that adapt to your unique needs and scale as your business grows.

Want to try out Knack for free to get a better idea of how it can enhance Jotform? Sign up for a risk-free 14-day free trial today—no credit card required!

FAQs about Jotform Integrations

Answer common questions for the target keyword, such as:

What are the disadvantages of Jotform?

One disadvantage of Jotform is that while it offers a free plan, its limitations on submissions and features may not be sufficient for businesses with high-volume needs, prompting them to upgrade to a paid plan. Additionally, some users may find the interface overwhelming initially due to the abundance of customization options, which can require a learning curve to master.

How do I integrate Jotform on my website?

To integrate Jotform on your website, you can embed your form using an HTML code, which is found in the “Publish” tab of the form builder, and then paste it into the HTML section of your website. Alternatively, you can use Jotform’s WordPress plugin or other website builder integrations for a more streamlined setup, depending on the platform you’re using.

Does Jotform integrate with Excel?

Yes, Jotform can connect with Microsoft Excel to automatically populate your spreadsheets with form submissions. While Jotform doesn’t offer a direct Excel integration, you can achieve this by using third-party automation platforms like Zapier or Make.