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realstonemarketingAsked on August 2, 2022 at 5:24 PM
Is it possible to have a PFD of a jotform submission upload to a Salesforce account? In Salesforce Accounts the field that it would be matched to is 'Notes & Attachments'
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Mightor JotForm SupportReplied on August 2, 2022 at 9:49 PM
Hello realstonemarketing,
Thanks for reaching out to Jotform Support. If you can configure your Salesforce to accept attachments by email, then that is possible. You'll need to enable PDF Attachment in the form email settings and add your Salesforce email address as the recipient.
Give it a try and let us know how it goes.