I once spent an entire afternoon manually copying data from online forms into spreadsheets, muttering increasingly creative curses under my breath. If only I’d known about Paperform’s automation capabilities back then.
This versatile tool not only simplifies form creation and data collection but also plays well with others. With Zapier’s automated workflows—we call them Zaps—you can seamlessly connect Paperform to your favorite apps.
Let’s explore four ways to supercharge your workflow with Paperform automation, and save you from the mind-numbing tedium of data entry. Your sanity (and vocabulary) will thank you.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Import data to Google Sheets
By integrating Paperform with Google Sheets, you can organize your form responses in a streamlined way. Whether you’re tracking leads, managing surveys, or collecting feedback, automatically transferring data from Paperform to Google Sheets keeps your records always up to date and easily accessible.
You can use these Zaps to automatically create new rows, update existing rows, or even create new spreadsheets—all based on incoming Paperform submissions. These workflows are great for adding new leads to your spreadsheet, updating contact information, or organizing large-scale datasets into their own sheet.
Send notifications via chat and email
When a new form submission comes through, you want to know as soon as possible, especially if it’s a task that needs your immediate attention. By integrating Paperform with communication tools like Slack and email, you can automatically send instant notifications, keeping you and your team in the loop.
With a Zap, you can send a Slack channel message whenever a new form is submitted—perfect for informing your team about new leads, inquiries, or support requests in real time. Or, for more sensitive or urgent submissions, you can set up a workflow to send a Slack direct message to specific team members.
If email is more of your jam, you can automate new form submissions to alert your team via your inbox instead. You can customize the email template and recipients, and Zapier will email them for you whenever a new Paperform submission comes in. You can also integrate with Gmail or Outlook to send emails directly from your account, if you’d prefer.
Add contacts to your marketing lists
Well-segmented contact lists are the backbone of most successful marketing strategies. By automating the process of adding new contacts to your marketing tools, you can keep your campaigns on target and your mailing lists current.
Whichever marketing tool you use—Mailchimp, Constant Contact, ActiveCampaign, or Campaign Monitor—you can set up a Zap to automatically create new contacts or subscribers based on Paperform submissions. Reduce manual data entry and keep your tools synced with the latest data collected through Paperform.
Add leads to your CRM
Every sales team needs to manage their leads effectively to maximize their potential for conversions. With Paperform, they can capture leads easily through customizable forms.
But capturing leads is just the first step. To properly follow up and nurture those leads over time, your team needs to then transfer that information from Paperform to your CRM tool of choice.
Instead of manually adding each contact to your CRM, why not automate the process? With Zapier, you can automatically create leads from Paperform submissions, keeping track of lead generation and making sure no opportunity slips through the cracks.
Streamline your Paperform workflows with Zapier
Automating Paperform extends its functionality far beyond simple form creation, turning it into a central hub for streamlined digital workflows. With these Zaps, you’ll reclaim countless hours previously lost to manual data entry and task management.
Whether you’re running a small business, managing marketing campaigns, or juggling multiple projects, these time-saving techniques allow you to focus on what truly matters—growing your business and delighting your customers.
And this is just the start of what you can do with Paperform and Zapier. What will you automate first?