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florence023Asked on July 5, 2024 at 3:06 AM
What are the best methods to integrate Jotform with other tools like Google Sheets or Slack? Specifically, I’m interested in automating data transfer and notifications. Can anyone share step-by-step guides or best practices for setting up these integrations effectively?
Thanks in advance!
Best Regards,
florence023
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Ruan JotForm SupportReplied on July 5, 2024 at 3:24 AM
Hi Florence,
Thanks for reaching out to us for help. You can integrate your forms with other 3rd-party platforms like Google Sheets or Slack in your Form Builder. It's really easy to do. Let me show you how:
- On your My Forms page, hover your mouse over the form you want to integrate and then click on Edit. This will redirect you to the Form Builder.
- Next, in Form Builder, click on Settings in the orange navigation bar at the top of your screen.
- In the Integrations tab of the left-side Panel, navigate to the integration you want to use or search for it using the search bar, and then select it. In this example, I will be using Google Sheets.
- Choose whether to create a new spreadsheet or use an existing one.
- Specify the spreadsheet and worksheet to use.
- Finally, choose the form fields to send to Google Sheets and then click on Save to save your configuration.
That's it. I also suggest that you check out our guides about integrating your forms with different platforms here.
Give it a try and let us know if you have any more questions.
- On your My Forms page, hover your mouse over the form you want to integrate and then click on Edit. This will redirect you to the Form Builder.
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florence023Replied on July 8, 2024 at 12:12 AM
Hello,
Thank you so much for your reply. Its very helpful to me.Best Regards,
florence023
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