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elikruzerAsked 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)?
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Amin JotForm SupportReplied 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.
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.