Jotform Tabellen-Antworten als Excel auto. senden an eine Abteilungs-Mail-Adresse

  • Bahceci
    Gefragt am 5. Februar 2024 um 15:15

    Gerne möchte ich das Jotform Formular in Form von Excel zugesandt bekommen, ohne auf Tabellen zu gehen.

    Ziel wäre es, dass falls ein Formular ausgefüllt wird auto. eine Mail an die Abteilung als Excel - Versand wird.

    Die Antworten werden dann in unserem CRM System integriert via Import Tool.


    Mir ist es wichtig, dass man ohne eine Anmeldung im jotform die Tabellen auto. Versand werden.



  • Catherine Jotform Support
    Geantwortet am 5. Februar 2024 um 17:56

    Hi Janet,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Unfortunately, there's no feature yet that will export the input data from a Form to Excel and send it to your email directly. All submissions will be saved on the Submission Table page. From the Submission Table page, you can download them in an Excel format and send the document to your collaborator. For more details, please check our guide on How to Export Form Data to Excel.

    However, keep in mind you can integrate your forms with multiple CRMs here at Jotform, which ill automatically sync with your CRM after submission. You can check all of our CRM Integrations here.

    Give it a try and let us know if you have any other questions.