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

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    liorlustig
    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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    Jim_R
    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 https://www.jotform.com/answers/944251

    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).