How can I attach a CSV that contains form submission data to emails?

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    Asked on September 28, 2016 at 02:25 PM
    Do you support that feature now? We need to import each intake into our CRM so we need the intake email to come with a CSV file that contains the information
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    Answered on September 28, 2016 at 02:39 PM

    Hello, I'm seeing you have updated a couple of old threads of other users and created your own one as well

    To avoid confusion in the future and for us to better assist you, it's best to just post a new thread so our Support Team can focus on helping you out on your own thread.

    To answer your question, no, we don't have this feature and I'm afraid adding a 3rd option for CSV would be redundant.

    For your reference, the 2 other sources of generating CSVs from JotForm are:

    1. CSV Reports: How-to-create-a-CSV-Report

    2. CSV Download Submissions: How-to-Download-Form-Submissions-as-Excel-CSV-PDF 

    I understand what you need is a CSV attachment to your Email Notifications, then import them to your CRM. If by any chance the CRM you're using has an active integration with us, I would recommend you do the integration directly instead of using CSV > CRM approach.

    If your CRM is not listed above, give us the name of your CRM and perhaps we can find an alternative (if any).