How to connect our jotform to InfusionSoft?

  • Profile Image
    Cathy Bates 
    Asked on December 18, 2015 at 01:07 PM

    How do I use jotforms in infusionsoft? I have a request a quote form already and I need to be able to have the customer upload files.

  • Profile Image
    Answered on December 18, 2015 at 02:24 PM

    Hi Cathy.

    To do that you can simply create an integration to InfusionSoft. You can do the same by clicking on Integrations button in the toolbar:

    You can search for InfusionSoft integration either by selecting CRM category in the dropdown:

    or alternatively you can use the search option on the right instead:

    Once you click on the rectangle that represents it you will be able to set up the integration.

    Do test it out and let us know if you have any questions or issues and we would be happy to assist with the same.