Can JotForm submissions be saved as an attachment?

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    rutt81
    Asked on February 01, 2018 at 11:57 AM

    Is it possible for the form itself to be saved in the Infusionsoft contact record? Not "pairing" of fields, but maybe a pdf of the form itself. 


  • Profile Image
    Richie_P
    Answered on February 01, 2018 at 12:36 PM

    For the submission,in theory it should be possible but for the form itself it can't be done.

    For submissions,

    1.) Download your form data in CSV format

    How-to-Download-Form-Submissions-as-Excel-CSV-PDF

    2.) Prepare the CSV field for import.

    import-contacts/prepare-your-list-to-import

    3.) Import it to you infusionsoft account.

    import-contacts

    If you need any further assistance, please let us know.