My Sales Process form is not updating to InfusionSoft

  • CindyLOPCO
    Asked on July 11, 2016 at 9:32 AM

    It's been working for months - I came in today and found "No Name" Contacts created

     

    I did a test using my information and all that populated was the email address

     

    Can you help ASAP? Our new website JUST went live!

     

    Thank you so much

    Cindy Glover

    Cindy@LopcoContracting.com

  • Charlie
    Replied on July 11, 2016 at 11:35 AM

    Have you tried removing and re-integrating Infusionsoft?

    My Sales Process form is not updating to InfusionSoft Image 1 Screenshot 30

    I just checked in my end and the submission data was successfully added in my Contact list:

    My Sales Process form is not updating to InfusionSoft Image 2 Screenshot 41

     

    Make sure that the first name and last name in your Infusionsoft is properly mapped to JotForm's full name field. 

    It might also be best to set your "Full Name" field to be required.

    Let us know if that fixes your problem.

  • CindyLOPCO
    Replied on July 11, 2016 at 2:01 PM

    I don't know if it's Jotform or Parsey at this point. So frustrating.

    In Parsey, you are correctly sending the data over, but it's not populating InfusionSoft (I'm waiting to hear back from them)

     

    This is how I have the fields mapped - Do you have a suggested edit?

     

    My Sales Process form is not updating to InfusionSoft Image 1 Screenshot 20

  • Charlie
    Replied on July 11, 2016 at 2:48 PM

    It seems to be setup properly. May I know if you have removed and re-integrated it again?

    May we also know how your process flow works?

    I presume it is JotForm-> InfusionSoft because you are using the direct integration. But I am not sure to what part Parsey is in your process flow. Have you tried disabling Parsey? Perhaps Parsey is updating those contacts but does not have a "Full Name" value, which would explain your contacts being updated as "No Name"?

  • Mike
    Replied on July 11, 2016 at 4:14 PM

    Please get back to us via the next thread regarding the missing fields.

    https://www.jotform.com/answers/879658

    Thank you.