How to integrate with SalesForce?

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    Uday khosla 
    Asked on January 15, 2015 at 11:40 AM

    Is there a way to submit a form in a way that the fields integrate with Salesforce or SmartSheet fields

    but ALSO a link to the pdf or a pdf of the form itself gets synced as well?

     I want the form data extracted but also a copy of the form for compliance purposes. 

  • Profile Image
    Ben
    Answered on January 15, 2015 at 12:24 PM

    Hi Uday,

    Yes, you can integrate your jotform and SalesForce and you can see how to do that here: Flexible Data Integration with Salesforce

    In regards to your questions about sending a link to PDF file I have moved it to a new thread since we can reply to only one issue / question per thread.

    You can see it here: http://www.jotform.com/answers/496867 and we will be replying to it shortly.

    Best Regards,
    Ben