Authentication not showing up in Infusionsoft Integration

  • Profile Image
    fajaso
    Asked on January 29, 2016 at 06:39 PM

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

     

  • Profile Image
    Welvin
    Answered on January 30, 2016 at 09:39 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:

     

    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

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

  • Profile Image
    fajaso
    Answered on February 02, 2016 at 02:45 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!
    ...
  • Profile Image
    Welvin
    Answered on February 02, 2016 at 04:32 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