Send the filled pdf file to a CRM

  • Profile Image
    s.boddupalli
    Asked on March 01, 2021 at 08:51 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

  • Profile Image
    Rosa_C
    Answered on March 01, 2021 at 09:39 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.