Can I integrate an upload field with InfusionSoft

  • desarrollowp
    Asked on June 1, 2015 at 11:34 AM

    Infusionsoft account and have a need to upload files from a web form on my website , I created my pages in Wodrpress , but integration does not work because the file is not up to my CRM

  • Carina
    Replied on June 1, 2015 at 12:31 PM

    I searched InfusionSoft userguides and could not find a custom field type that might match the upload field of Jotform:

    "currency, date, date/time, day of week, drilldown, email, month, list box, name, whole number, decimal number, percent, phone number, radio, dropdown, social security number, state, text, text area, user, website, year, yes/no."

    For the integration to work it is necessary that field types on your  jotform match field types on InfusionSoft.

    You can see here more details on this:

    http://ug.infusionsoft.com/article/AA-00233/0 

    If you wish you can let us know the url of the form and of the website where it's embed and also what your needs are so we can see if it's possible.

    Let us know if we can assist you further.   

  • TitusN
    Replied on July 24, 2015 at 4:45 AM

    Hello, 

    Kindly try this new Infustionsoft CRM upload widget http://widgets.jotform.com/widget/infusionsoft_upload

    Share your experience with us. 

    Thanks