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Can I append my Zoho CRM with a pdf form generated by Jotform ?Asked by mikeagnes on July 17, 2015 at 08:48 AM
My clients are able to complete a contact form that submits to my CRM Leads database and then select the option to complete a profile document which is a jotform pdf - is there a way to submit that to my Zoho CRM or append to their entry from the previous contact form submission ?
At the present the, we dont have the append feature available.
Regarding the jotform fill-able PDF you will need to integrate to the form before generating the PDF
Sammy - Thanks !
So if I create the form and integrate it with the appropriate Zoho fields - it can be associated ?
Im not clear what you mean by "Regarding the jotform fill-able PDF you will need to integrate to the form before generating the PDF"
Sorry for the unclear explanation,
I have checked and there is an option to update an existing contact if it exists using the check duplicate feature
The one regarding the PDF, what I meant was you need to integrate the form to zoho before generating the fillable PDF.
Kindly let us know if you require further clarification or assistance