How do I create custom fields within integration?

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    EnsureProductivity
    Asked on September 11, 2015 at 10:42 AM

    I have several forms linked with Infusionsoft, and I am hoping to create custom fields so that a Jotform will automatically be filed into the contact's Infusionsoft profile.

     

    For example, there is a section of the Jotform that asks our clients to complete a liability waiver. Once the client signs off, we'd like it to be automatically updated within their Infusionsoft profile.

     

  • Profile Image
    david
    Answered on September 11, 2015 at 03:21 PM

    Hi,

    This can be done, however, the type of field on Jotform must be compatible with the custom field type of InfusionSoft. You can see here more details:

    http://ug.infusionsoft.com/article/AA-00233/0/Choosing-custom-field-types.html

    If the field type matches the JotForm field type, it should work.