SalesForce: Ability to forward PDF report to the SalesForce list.

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    manilight
    Asked on September 07, 2017 at 04:11 PM

    I would like to know if we can attach the form data as a PDF to the Salesforce lead or contact record. The vital fields will be connected to the Salesforce fields but the entire form PDF, which now comes in the email, needs to be attached to Salesforce record as an activity or an attachment. Is this possible?

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    Kevin_G
    Answered on September 07, 2017 at 05:07 PM

    Unfortunately, this is not possible to achieve with the current integration. 

    I will open a feature request for this, although we cannot provide an ETA, we will let you know as soon as we get any update about it.