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helloleverageAsked on March 31, 2021 at 9:53 AM
I have a PDF form that is a contract. If someone fills out their name, email address and signs and dates it, it sends them a copy of a signed contact. Is there a way to take that signed contract and have it automatically upload to my Zoho CRM?
I know I can use URL to map uploaded docs, but this is after the form is submitted.
Thank you!
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Bojan Support Team LeadReplied on March 31, 2021 at 1:46 PM
Greetings.
Currently is not possible to send attachments to Zoho CRM. You can upload it to Google Drive, Dropbox, or Box.
Let us know if you have any additional questions.