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    Pull data from Zoho CRM to complete form and save the file in PDF format

    Asked by LincolnChase on April 10, 2017 at 02:10 PM

    Is there a way to fill a form by pulling data from ZOHO CRM and save it in PDF format. It will be perfect if it can be saved directly into our Google Drive account. 

    In this case there is no user action required. 

    Our goal is to get the form completed with data we already have in our CRM and save it in PDF. 

     

    Thanks,

     

    Page URL:
    https://form.jotform.ca/70995321635259

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    JotForm Support

    Answered by Welvin on April 10, 2017 at 02:32 PM

    I don't think there is a way to do this automatically. A workaround would be to export your data from Zoho CRM and import it in Jotform.

    https://www.jotform.com/help/308-Import-App-Easily-import-your-Excel-or-CSV-data-into-JotForm

    You can export the submissions after as a PDF.

    https://www.jotform.com/help/73-How-to-Download-Form-Submissions-as-Excel-CSV-PDF

    For saving the PDFs to Google Drive, you also need to do it manually. We have a google drive integration, but the data is saved as PDF on initial submission only.