How to automatically sync jestor with Typerform, Google Forms and SurveyMonkey using Zapier
If you want your survey responses to be automatically recorded in the database jestor provides but still don’t know how to do it, this tutorial will help you.
Following this walkthrough, each answer recorded on your form, be it Google Forms, Typeform or SurveyMonkey, will be added automatically on jestor.
Walkthrough: How to automate Google Forms responses to Jestor
1º) Go to the “+” icon on the left menu, choose the option “table”, name it “Zapier Forms” and click on “create”. Then add new fields clicking on the header name with a “+” and following the steps below:
- Keep the name field;
- Add a long text field and name it “Description”;
- Add a email field and name it “E-mail”;
- Add a currency field and name it “Value”;
2º) Create a form on Google. Then, still on Google Forms, click on the “Responses” tab, select the “Create spreadsheet” option (it’s represented by the green Google Spreadsheets icon) and in the pop-up shown click on “Create”.
3º) In Jestor, click on the “Zapier” button in the up left menu. Type “Google Forms” in the field named “Search for Apps to Connect”, select the desired app and continue.
4º) In “Select a Trigger”, select the option “New Response in Spreadsheet”. In “Select Action”, choose the item “Create Record”. Then, click on the “Connect Jestor + Google Forms” button.
5º) In the first option presented, “Choose Account”, select your email and click on “Continue”. In the field “Spreadsheet”, select the option corresponding to the spreadsheet created from Google Forms (2nd step), and in the field below, “Worksheet”, select the only option available. Click on “Continue”.
6º) To test the trigger, fill out the form in “Google Forms”, and in Zapier, click on the “Test trigger ” button. If the information is presented correctly, the trigger is working. Click on “Continue”.
7º) Check in “Action Event”, choose the “Create Record” option and click on “Continue”. Then, in “Choose Account”, select the only option available and click on “Continue”. In “Set up action”, select “Zapier Forms” and fill in the fields presented as follows, according to the options created in your form:
- Option:“1. Record Name”;
- Option: “1. Description to be linked in our record”;
- Option: “1.Enter an email”;
- Option: “1.Enter a number”.
Click on “Continue”.
8º) Click on “Test & Continue”. If all goes well, click on “Turn on Zap” to activate the connection.
Walkthrough: How to automate Typeform and SurveyMonkey responses to Jestor
1º) Create a form on Typeform or SurveyMonkey.
2º) Go to Zapier and click on “Create Zap”. In “App Event”, search for the app of your choice (Typeform or SurveyMonkey).
3º) In “Trigger Event”, select “New Entry”, for Typeform, or “New Response Notification With Answers”, for SurveyMonkey. Click “Continue”.
4º) Select your account and click on “Continue”. Then, in “Set up trigger”, select the form and click on “Continue”.
5º) Test the automation by answering your form (in Typeform or SurveyMonkey) and, on Zapier, click on the “Test trigger” button. Check the information received and click “Continue”.
6º) In the next step, “2. Action ”, select jestor in the ” App Event ” field. In “Action Event”, click on “Create Record”, then “Continue”.
7º) Select your account in the new field presented and click to continue again.
8º) In “Set up action”, select your jestor “Tab”. In the fields presented, fill in making the relations between the forms that was made and jestor.
9º) Click on “Continue” and “Test & Continue”. Check if the information has been recorded correctly in jestor. Finish by clicking on “Turn on Zap”.