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s.boddupalliAsked on March 1, 2021 at 8:51 AM
Hello,
We have a custom made CRM software and I would like to know if it is possible to send a filled pdf(On jotform) to our CRM with an API?
Thank you,
Sandeep
Page URL: https://form.jotform.com/210524077749358 -
Rosa_CReplied on March 1, 2021 at 9:39 AM
Hi there,
Thank you for reaching support.Unfortunately, You can only send PDF submission reports to email, google drive, and Dropbox.
Only field inputs can be passed to CRM's.
However, there might be a workaround to send submissions PDF to Zoho CRM as follows:
Step 1. Integrate your form with Google Drive. This sends a submission PDF to your Google Drive account upon every submissions made.
Related guide: How-to-integrate-a-form-with-google-drive
Step 2. Use the integration below to synchronize files between Google Drive and Zoho CRM.
Related guide: https://marketplace.zoho.com/crm/google-drive
I hope it works for you.
Let us know if you have any further questions.
Best.