How to Integrate Shared Contacts for Gmail™ with Jotform via Zapier
Enjoy smooth and efficient collaboration with your colleagues using the valuable contacts you gain from Jotform!
When someone submits a Jotform—whether it’s a lead, support request, event registration, or inquiry—your team needs to act fast.
By automatically sharing these contacts with your team, you can:
✔ Respond quickly and consistently
✔ Prevent leads from slipping through the cracks
✔ Make contacts instantly available across Gmail, Google Contacts, Calendar, Drive, and mobile devices
You can set all this up using Zapier, which connects Jotform with Shared Contacts for Gmail™—no coding required.
How to Integrate Shared Contacts for Gmail™ with Jotform via Zapier
Step 1: Preparation in Shared Contacts for Gmail™
- Make a label for the contacts coming from Jotform. Be sure to share the label with the right collaborators and give them the correct permissions to view or edit the contacts.
If you don’t have a label yet, follow these steps to create one.
- (Optional) Create custom fields so that the information from your Jotform that is not part of the standard contact fields- like date hired, ID number, or years of experience- will be reflected in the contact entry.
Learn how to create custom fields in Shared Contacts for Gmail™ from this article.
Step 2: Set Up the Zap in Zapier
Stage 1: Connect Your Accounts
- Access the Jotform + Shared Contacts for Gmail™ integration page on Zapier through this link.
- Sign in with your Google account to get started.
Stage 2: Set Up the Jotform Trigger
1. Sign in to your Jotform account in the ‘Account’ field.
If you haven’t connected Jotform to Zapier before, follow these instructions.
2. Once your Jotform account is connected, click ‘Continue’.
3. Choose the form where you will collect the contact information to be shared, then click ‘Continue‘.
If you do not have a Jotform form yet, click here to learn how to create one.
4. Click ‘Test trigger‘.
5. Select the appropriate record and click ‘Continue with selected record’.
Stage 3: Configure Shared Contacts for Gmail™ Action
1. Connect your Shared Contacts for Gmail™ account by entering the email you use for it.
2. Zapier will ask for the API documentation. Enter the required data, then click ‘Yes, Continue to Shared Contacts’.
To get your Shared Contacts for Gmail™ API key, simply follow the instructions here.
3. Verify the Shared Contacts for Gmail™ account that is being used and click ‘Continue’.
4. Configure the ‘Label’ field. Enter the label you created in Shared Contacts for Gmail™ for the contacts coming from Jotform.
Ensure that you have chosen the proper label so that it is shared with your intended collaborators.
5. For standard contact fields, ensure that the fields in the form are directed to the right contact field.
6. For custom fields, ensure the field names and values match exactly those in Shared Contacts for Gmail™ (pay attention to capitalization, spaces, and special characters).
To know how to create custom fields in Shared Contacts for Gmail™, click here.
7. Click Test Step to review the data Zapier pulls from Jotform.
The ‘Data In’ section displays a summary of the information retrieved by Zapier from Jotform.
The ‘Data Out’ section shows the details added by Zapier to the new contact.
8. If everything looks good, click ‘Publish‘.
9. You’ll see a confirmation that your zap is active.
Stage 4: The Result
Whenever someone submits your Jotform, their details will automatically be added to the designated Shared Contacts for Gmail™ label and shared with your team—no manual updates needed.
- When you open the Shared Contacts for Gmail™ dashboard, you’ll see the Jotform contacts listed under the label you made. The people who can see or edit that label are shown on the right side of the label name.
If you want to know more about who can access the label, read this article.
- When you view the contact, you’ll see that the standard and custom fields are properly displayed.
Troubleshooting
How to set up Jotform Account in Zapier?
What should I do if Zapier asks for an API key when connecting to Jotform?
How to Set Up Jotform Account in Zapier
- As you click the ‘Sign in’ from Zapier to connect to your Jotform account, there would be a prompt that would ask questions. Answer accordingly, although it is optional. Click on ‘Yes, continue to Jotform’.
2. You’ll be presented with options on how to sign in with Jotform. In this case, we use Google login.
3. Jotform will ask to verify which account to use.
4. Jotform will ask you to sign in.
5. When you agree with the terms of service, privacy policy, and cookie policy, click ‘Continue‘.
6. Lastly, authorize Zapier to your Jotform by clicking ‘Allow’.
What should I do if Zapier asks for an API key when connecting to Jotform?
Zapier may require an API key to connect to your Jotform account. To generate the API key, follow these steps from your Jotform dashboard.
1. Click on your profile icon in the top-right corner of your Jotform dashboard and select Settings.
2. In the left-hand menu, click API.
3. Select Create New Key.
4. Copy the generated API key and paste it into the corresponding field in Zapier.
This will allow Zapier to connect to your Jotform account securely.