The Scenario
You are a marketing ops analyst. Your company runs fifteen Jotform forms across the website — contact forms, content download gates, webinar signups, demo requests, and a partner inquiry form.
Leadership wants a single lead database. Not fifteen separate exports pasted across fifteen tabs. One clean Excel workbook with all submissions, normalized columns, and a Source column showing which form each lead came from. The CRM import runs Friday morning.
The bad version of this week:
- You log into Jotform, navigate to form 1, export as CSV
- Open Excel, paste it into a tab, rename the columns to match the target schema
- Repeat for form 2. The column headers are different because the fields had different labels.
- Repeat for forms 3 through 15
- Spend Thursday reconciling column headers, deduplicating emails across tabs, and building a Source column by hand
- The CRM import runs Friday morning. You are still cleaning data at 9 PM Thursday.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can pull submissions from every form in your Jotform account, normalize the fields, and build the combined table in one go.
Open the SheetXAI sidebar and type:
Pull every submission from every form in my Jotform account and paste them into my Excel workbook, creating a separate tab for each form named after the form title.
SheetXAI calls Jotform's account-level submissions API, pages through every form, creates a named tab for each, and writes the data.
What You Get
A workbook with one tab per form, each containing that form's full submission history:
- Tab named after the form — immediately readable structure
- One row per submission — full history, not just recent activity
- All fields written out — available for CRM field mapping per form
Every form in the account is represented. You do not have to list form IDs or navigate into each form individually. SheetXAI pulls the full account inventory first, then fetches submissions for each.
Prefer one combined tab instead? Tell SheetXAI to write all submissions into a single tab with a Form Name column. Same prompt, different instruction.
What If the Data Is Not Quite Ready
Cross-form consolidation always has normalization work. SheetXAI handles it in the same prompt.
When different forms use different field labels for the same thing
One form calls it "Email Address," another "Work Email," another "Email." You need a single Email column.
Fetch all Jotform submissions across all forms in my account. For each submission, extract: first name, last name, email (check fields labeled Email, Work Email, or Email Address), company, and form name. Write the result into the Leads tab with normalized column headers.
When you only want leads from the current quarter
The workbook has submissions going back two years. You only want Q2 for the current CRM push.
Fetch all Jotform submissions across all forms in my account. Filter to submissions created between April 1 and June 30 of this year. Write them into the Leads tab with form name, submission date, email, company, and first name.
When some forms collect different data and you want to flag incomplete records
Some forms do not collect company name. You want to flag those rows for follow-up enrichment.
Fetch all Jotform submissions across all 15 forms. Extract name, email, company, and form name. If company is missing, write "needs enrichment" in the Company column. Write all rows into the Leads tab.
When you need both the combined database and a per-form summary count
The CRM team wants the full lead list. The marketing director wants a count by form to see which are performing.
Fetch all Jotform submissions across all forms in my account. Write all records into the Leads tab with columns: first name, last name, email, company, form name, submission date. Then write a Summary tab with one row per form showing form name and total submission count, sorted descending by count.
The pattern: you describe the final schema, SheetXAI assembles across fifteen forms.
Try It
Get the 7-day free trial of SheetXAI and pull submissions from every Jotform form in your account into one Excel workbook in one prompt. The Jotform integration is included in every SheetXAI plan. For more, see how to pull submissions from a single form into Excel or the Jotform in Excel overview.