Authentication not showing up in Infusionsoft Integration

  • fajaso
    Asked on January 29, 2016 at 6:39 PM

    I am staying stuck on a screen that states the following:

     

    Jotform Thread 760185 Screenshot
  • Welvin Support Team Lead
    Replied on January 30, 2016 at 9:39 AM

    Looks like you've added the integration from our APPS page. When doing so, a popup dialog to login to your Infusionsoft account should appear. The popup is working for me:

    Authentication not showing up in Infusionsoft Integration Image 1 Screenshot 40

     

    Please do the following to correct it:

    1. Close the form builder

    2. Logout and login to your account

    3. Edit the form again

    4. Go to "Integrations" and find the Infusionsoft in the CRM section

    Authentication not showing up in Infusionsoft Integration Image 2 Screenshot 51

    5. Click to Authenticate. The same popup above should appear. Make sure that popups in enabled in your browser for Jotform. 

    Authentication not showing up in Infusionsoft Integration Image 3 Screenshot 62

  • fajaso
    Replied on February 2, 2016 at 2:45 PM
    Perfect!
    Now, I have another question:
    - I have an *upload-able document *field in my jotform that should
    mirror within my infusionsoft platform.


    - However, I do not see the url of the document when I look inside my
    infusionsoft contact custom fields.

    Help!
    ...
  • Welvin Support Team Lead
    Replied on February 2, 2016 at 4:32 PM

    That's great to know. As for the upload issue, I will address it in the following new thread: 

    http://www.jotform.com/answers/762923