How do I Integrate InfusionSoft?

  • thecrewcoach
    Asked on August 18, 2019 at 3:36 AM

    hi there 


    I ve tried googling articles or videos on how i can add a customised dropdown fro infusionsoft but i havnt had any luck


    i ve added the widget as per screen shot however not sure what the next step is? i t wont let me type the id in the tab


    thanks kindly

    Jotform Thread 1930695 Screenshot
  • thecrewcoach
    Replied on August 18, 2019 at 3:45 AM

     

    Also what would your suggestion be in terms of what question type i should use if I have a list that looks like this? multiple choice or drop down - i am not sure as i dont think . that jot form caters for all these options?

    MCA Master 500 GT Cert. (Yacht)

    MCA Master 3000 GT Cert. (Yacht)

    MCA Chief Mate Cert. (Yacht)

    MCA Navigational Watch Rating

    MCA OOW Near Coastal <500 GT

    MCA OOW Unlimited

    MCA Chief Mate Near Coastal <3000 GT

    MCA Chief Mate Near Coastal

    MCA Chief Mate <3000 GT

    MCA Chief Mate Unlimited

    MCA Master Near Coastal <500 GT

    MCA Master Near Coastal <3000 GT

    MCA Master Near Coastal

    MCA Master <3000 GT

    MCA Master Unlimited

    MCA Class 3

    MCA Class 2

    MCA Class 1

    USCG 100 ton Mate

    USCG 200 ton Mate

    USCG 500 ton Mate

    USCG 1600 ton Mate

    USCG Unlimited Mate

    USCG OUPV

    USCG 50 ton Master

    USCG 100 ton Master

    USCG 200 ton Master

    USCG 500 ton Master

    USCG 1600 ton Master

    USCG Unlimited Master

  • roneet
    Replied on August 18, 2019 at 4:42 AM

    Have you tried to integrate InfusionSoft via the Integration as shown:

    How do I Integrate InfusionSoft? Image 10

    Please authenticate your account once you get the above screen, you would be connected to the integration and then map the Form fields one by one. Make a test submission and then check if the data is passing to the CRM or not.

    Please give it a try and let us know how it goes.

    We will address your second concern in a separate thread to avoid any confusion.

    Thanks.