Migration guide
Switch from Jotform to ElevateAI.
Keep collecting information. Stop copying it into other tools.
What changes for you
No exporting between tools
Submissions become contacts, tasks, and pipeline stages the moment they arrive.
Follow-up is built in
Text-backs, reminders, and nurture sequences run off the same form.
One flat price for the whole stack
Forms, CRM, booking, campaigns, reviews, and payments together.
ElevateAI / Import workspace
jotform-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From Jotform
5 of 6 mapped- FormsForms & surveys
- ConditionsConditional form logic
- Submissions & tablesCRM with smart lists
- Approvals & notificationsWorkflows & Automations
- Form paymentsOrder forms & Text-2-Pay
Everything has a home
Where your Jotform stuff lives in ElevateAI
| In Jotform |  In ElevateAI |
|---|---|
| Forms | Forms & surveys |
| Conditions | Conditional form logic |
| Submissions & tables | CRM with smart lists |
| Approvals & notifications | Workflows & Automations |
| Form payments | Order forms & Text-2-Pay |
| Appointment fields | Calendars |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from Jotform?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the Jotform guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave Jotform behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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