Forward PDF Submission to Salesforce

  • realstonemarketing
    Asked 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'

  • Mightor JotForm Support
    Replied 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. 

    1659491305 62e9d3e90ed89 att Screenshot 10

    Give it a try and let us know how it goes.