I need help getting my submissions to a pdf automatically and sent to my crm and or clients.

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    ttamman911
    Asked on June 03, 2020 at 12:12 PM
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    Carlos_C
    Answered on June 03, 2020 at 03:04 PM

    Hello,

    Thank you for your message.

    1. You can receive the form submission in PDF format, just go to your Settings > Emails > Notification and click on Edit, under the Advanced tab enable the option Attach PDF:

    2. Regarding the integration with CRM that depends on your CRM, we have the following direct integrator: CRM Integrations, if you don't see your integration we also have a partner with Zapier that is 3rd party service https://zapier.com/apps/jotform/integrations.

    If you need any further assistance, please let us know. We will be happy to help.