The Scenario
You are a sales operations manager at a B2B SaaS company. The marketing team runs five Jotform lead capture forms on different landing pages: a whitepaper gate, a webinar signup, a free-trial request, a contact form, and a product comparison request.
Every form asks for name, email, and company. Some also ask for job title or company size. The CRM import runs every other Friday. You need all five forms consolidated into one Excel workbook, with a normalized schema and a Source column, ready to upload.
The bad version, every other Thursday:
- You export form 1 as CSV. Its email field is labeled "Email Address."
- You export form 2. Its email field is labeled "Work Email."
- You paste both into Excel. The email column is now two separate columns.
- You manually add a Source column and type the form name into every row for forms 3, 4, 5
- You find 23 duplicate email addresses across tabs
- You decide not to deduplicate because you are not sure which submission is more recent
- You upload with duplicates. The CRM team emails you Friday afternoon.
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 all five forms, normalize the field names, and build the consolidated workbook in one go.
Open the SheetXAI sidebar and type:
Pull all submissions from my 5 lead capture Jotform forms and combine them into one Excel sheet with columns: first name, last name, email, company, and form name — one row per submission.
SheetXAI calls each form's submissions API, maps the fields regardless of how they are labeled in each form, and writes the combined table with a form name column.
What You Get
A unified Leads tab ready for CRM import:
- First name, last name, email, company — normalized across all five forms
- Form name column — shows which form each submission came from
- One row per submission — from all five forms combined
- No separate CSV exports — no pasting, no column reconciliation by hand
The normalization happens at query time. Whether the email field is "Email Address," "Work Email," or "Business Email," SheetXAI extracts it into the same column.
What If the Data Is Not Quite Ready
Cross-form lead databases almost always need deduplication and enrichment. SheetXAI handles it in the same prompt.
When the same email appears in multiple forms
A prospect downloaded the whitepaper and also requested a free trial. You want one row per email, keeping the most recent submission.
Fetch all submissions from Jotform forms 2301, 2302, 2303, 2304, 2305. Extract name, email, company, and form name. Deduplicate by email address, keeping the row with the most recent submission date. Write the result into the Leads tab with a Source column.
When some forms collect job title and others do not
The free-trial form asks for job title. The others do not. You want a Title column in the output but it will be blank for most rows.
Fetch submissions from Jotform forms 2301–2305. Extract first name, last name, email, company, job title (if available — leave blank otherwise), and form name. Write into the Leads tab with normalized column headers.
When you only want leads submitted in the last 30 days
The workbook already has the older data. You only want what has come in since the last import.
Fetch submissions from Jotform forms 2301–2305 created in the last 30 days. Extract name, email, company, and form name. Write into the Leads tab, sorted by submission date descending.
When the full import file needs deduplication, recent-only filter, normalization, and a source breakdown
The complete CRM file: deduplicated, recent, normalized, with a source breakdown for the marketing manager.
Fetch all Jotform submissions from forms 2301–2305 created in the last 30 days. Extract: first name, last name, email, company, job title (blank if missing), form name, submission date. Deduplicate by email, keeping the most recent. Write the clean list into the Leads tab. In the Source Summary tab, write one row per form showing form name and the count of unique leads from that form.
The pattern: five forms, one prompt, one upload-ready workbook.
Try It
Get the 7-day free trial of SheetXAI and consolidate leads from all your Jotform intake forms into one Excel workbook in one prompt. The Jotform integration is included in every SheetXAI plan. For more, see how to pull all submissions from a single form into Excel or the Jotform in Excel overview.