What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    How can I have a CSV of my data emailed to me?

    Asked by jpearson 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!

    CSV crm love thanks
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    JotForm Support

    Answered by david on March 20, 2015 at 03:13 PM

    Hi,

    It is possible to create a sharable CSV report of your form, then include a link to that report in your email notification:

    http://www.jotform.com/help/103-Create-a-CSV-Report

    The link created at the end of that guide would then just need to be added to your notification:

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications

    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.