Integrate submission PDF to Zoho CRM.

  • elikruzer
    Asked on November 15, 2020 at 10:23 AM

    can the PDF form and attachements recievd when the form has been completed and submitted, be uploaded and saved as attachement directly within a deal? (using deal ID numbers to locate the crrect deal)?

  • Amin JotForm Support
    Replied on November 15, 2020 at 1:27 PM

    Kindly note that it's only possible to integrate form fields to Zoho CRM as shown below.

    1605464441 5fb1717972917  Screenshot 10

    Related guide: How-to-integrate-jotform-with-zoho-crm

    However, there's a workaround to send submissions PDF to Zoho CRM as follows:

    1) Integrate your form with Google Drive. This send a submission PDF to your Google Drive account upon every submissions made.

    Related guide: How-to-integrate-a-form-with-google-drive

    2) Use the integration below to sync files between Google Drive and Zoho CRM.

    https://marketplace.zoho.com/crm/google-drive

    I hope I have been of any help.