- jpearsonAsked on March 20, 2015 at 01:44 PM
I currently use Salesforce, however, what I would like to do is be able to import the data I receive into a specific area of my CRM. I would love to have a CSV with he data emailed to me upon submission. How can I accomplish this? If I can make this happen I will definitely be upgrading to the business account. thanks for the help! you guys have an awesome service!
- JotForm SupportdavidAnswered on March 20, 2015 at 03:13 PM
It is possible to create a sharable CSV report of your form, then include a link to that report in your email notification:
The link created at the end of that guide would then just need to be added to your notification:
You could then generate a new report from the link in each notification.
If you have any trouble setting this up, let us know and we will be happy to help.