Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5
votes
AdminCorey Purves
(Admin, PandaDoc)
shared this idea
-
Joseph Fung commented
More specifically, a quick solution would be the ability to link to any CRM, by passing the necessary fields for a linked object (i.e. provider, entity type and entity id) as pre-filled data on the form link.