Can I append my Zoho CRM with a pdf form generated by Jotform ?

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    mikeagnes
    Asked 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 ?

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    Sammy
    Answered on July 17, 2015 at 10:45 AM

    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

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    mikeagnes
    Answered on July 17, 2015 at 10:48 AM

    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"

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    Sammy
    Answered on July 17, 2015 at 11:04 AM

    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