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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Infusionsoft integration question

    Asked by authorityonlinemarketing on June 04, 2016 at 03:48 PM

    Hi, if I have a form I want to integrate with Infusionsoft and allow people who fill out the form to upload a file, are they going to have to be an Infusionsoft user on my account? I'm confused about why it's saying that on there. What if I want my prospects to be able to submit a form and upload a file to their contact record. Is this possible? 

    http://screencast.com/t/pHvgxsGJ

     

     

    Page URL:
    https://form.jotform.com/61436042480146

    infusionsoft integrate fill able to submit My Account
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    JotForm Support

    Answered by BDAVID on June 04, 2016 at 07:18 PM

    The person who submits the form does not need to have a registered account in any of the third party services you integrate in your form.

    When you map the upload field from your form to a custom field of your InfusionSoft account, what is passed is the URL to the uploaded file that is hosted in our servers. See similar thread here: https://www.jotform.com/answers/760861

    On the other hand, if you want the uploaded file to go directly to InfusionSoft(meaning hosting a copy of the file there), that is not possible with the current integration, that's why we have implemented a widget for this specific functionality: http://widgets.jotform.com/widget/infusionsoft_upload 

    Let us know if you have more questions.

  • Profile Image

    Answered by authorityonlinemarketing on July 16, 2016 at 02:45 PM
    Hi David,
    Thanks for the info. I'll check out both options. So with the Infusionsoft
    widget, does that require a person to log in to an Infusionsoft account?
    (the person who fills out the form)
    Cheers,
    Elizabeth
    ...
  • Profile Image

    Answered by authorityonlinemarketing on July 16, 2016 at 02:45 PM
    Ok nevermind actually, I asked that before looking at the demo of it. Looks
    like it does require a log in. We want this for customers not necessarily
    Infusionsoft users, so I will check out the Jotform hosted file option.
    ...
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    JotForm Support

    Answered by jonathan on July 16, 2016 at 05:36 PM

    Thank you for taking the time updating us on the status.

    Contact us anytime should you require our assistance.

    Regards