Exact Online + Jotform Integration

You're reviewing financial accounts at month-end but your Jotform sign-ups sit in unprocessed email notifications, so your ledger counts are always lagging behind — this integration means every new form submission updates your accounting records instantly and your books stay current.

You need to follow up with leads immediately after form submission, but manual data transfer delays your outreach, so prospects contact competitors first — with this integration, every new submission creates an Exact Online contact instantly and you can reach out right away.

You answer to clients who want to see new project kickoffs tracked, but client intake forms never make it into your management software on time — automating both apps means every submitted form instantly creates an Exact Online project and your status reports are always accurate.

The volume of inbound client requests is too high for anyone to keep up by hand, leading to missed client details and delayed account setups — connecting these apps means every form response creates a structured Exact Online account and nothing falls through the cracks.

You own the onboarding pipeline and depend on sales to hand over form data, but records get stuck in transit and stall the process — this integration means every Jotform entry automatically populates Exact Online and hands off the work without delay.

You need a reliable history of client interactions and keep finding gaps where form entries were missed during manual export — automating both apps means every single submission logs cleanly in Exact Online and your audit trail is complete.