Connecting a Jotform PDF to Salesforce

  • Steven Pawlowski
    Asked on October 19, 2020 at 9:46 AM

    Is it possible to sync a PDF created on Jotform to out Salesforce Instance?

  • Kat JotForm Support
    Replied on October 19, 2020 at 11:47 AM

    Hi Steven,

    Happy to help!

    You can pass a PDF from JotForm to Salesforce by configuring your Salesforce to accept attachments by email. To do so:

    1) Navigate to the SETTINGS tab on the form in question (for this example, I am using my own Demo form):

    1603122314 5f8db48a30455  Screenshot 10

    2) From SETTINGS, click "EMAILS" and click the pencil icon on the notification email. Click on the RECIPIENTS tab:

    1603122104 5f8db3b85b636  Screenshot 21

    And add your Salesforce email address as the recipient (keep in mind you can add multiple recipients).

    3) Click the ADVANCED tab and enable the PDF attachment:

    1603122414 5f8db4ee15bc0  Screenshot 32

    If this isn't an option with Salesforce, then I'm afraid it's not possible.

    I hope this helps! Please let us know if we can help with anything further.