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

  • manilight
    Asked on September 7, 2017 at 4:11 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?

  • Kevin Support Team Lead
    Replied on September 7, 2017 at 5:07 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.