Salesforce Document Upload

Hi,

When someone signs the jotform, it creates a lead. Is there anyway to get the signed agreement uploaded to that lead at the same time? This would keep us from having to manually upload every signed agreement. 

Similarly, if a company signs that already has an opportunity, is it possible to upload the signed agreement directly to that opportunity?

Thanks,

Ryan

Our SalesForce integration does not support file uploads, when you map the file upload field the link will be sent instead. Now, when you set up the integration you will be able to select either to update the entry or use your SalesForce account rules: 

Thanks. 

Hi Kevin,

I think you misunderstood. I'm trying to upload the signed jotform contract to salesforce. Not an upload the company is uploading.

Thanks,

Zack

From what I understood you would like to have submitted form uploaded to Salesforce (as PDF for example). Unfortunately, that is not possible since fields in Salesforce are mapped with Salesforce integration right there, and submission PDF is generated after submitting of the form.

If you had something else in mind please let us know.

Thank you!

Yes, that is what I'm referencing. Is it possible to upload a link to the PDF to Salesforce? I need some way of telling Salesforce that they've signed this agreement and an easy way for our team to get to the PDF.

Thanks!

Unfortunately, the PDF download link is only generated upon the submission so there is no way to send the PDF download link to SalesForce, there is no way to send the PDF report attached either. 

Now, if you only need a way to know they have read and signed the agreement you may add a required checkbox/radio button and map it with the SalesForce integration, this way you may know if they have signed or not.