Infusionsoft Integration: adding a Tag based on the selected options

  • MarleyPaige
    Asked on September 6, 2016 at 10:24 AM

    Hi, 

    I use the CRM Infusionsoft for our Business. 

    with Jot.Form's integration for Infusionsoft, is it possible to have tags apply if certain conditions are met? 

    so if they answer this drop down menu "yes" they get tag X, if they answer the drop down "no" they get tag Y

    If this is possible, how do I set it up?

     

    please help :) 

  • beril JotForm UI Developer
    Replied on September 6, 2016 at 11:31 AM

    As far as I understand from your thread, you want to use different tags based on conditions. I am sorry to say that it is not possible to achieve your scenario by creating conditions.  However, you can solve that issue, by using two different forms and creating two individual Infusionsoft integrations. 

    By that way, you can redirect the user to different form based on conditions. If you have any question or issues, please do not hesitate contacting us. We will be glad to assist you.

  • 3dcoaches
    Replied on September 8, 2016 at 11:34 AM

    I have loved using Jotform over the years, but this issue is forcing me to look elsewhere unfortunately. The old integration allowed us to apply conditional tags. Without that capablity, this integration is worthless to me. 

  • Welvin Support Team Lead
    Replied on September 8, 2016 at 1:31 PM

    @3dcoaches: I don't remember having that option in the Infusionsoft integration, but I have already requested that through your own thread. We will let you know there as soon as we have some updates for you. 

  • MarleyPaige
    Replied on September 8, 2016 at 4:24 PM

    Thanks for that option @beril but I don't think I want to explore that much, too many re-directs to handle. 

     

    I would love conditional tags.. that's what this needs to be good with Infusionsoft. 

     

    @Welvin add another person to the list of people demanding @3dcoaches request!

  • Welvin Support Team Lead
    Replied on September 8, 2016 at 5:43 PM

    Sure. Let me create a ticket through this thread for the feature request. If there are updates, you'll be notified about it through this thread. 

  • MarleyPaige
    Replied on September 9, 2016 at 4:20 PM

    thanks @ Welvin

  • NeilVicente
    Replied on June 12, 2018 at 6:14 AM

    Sorry for the late update, but we'd like to inform you that we have just implemented a feature called 'Dynamic Tagging'.

    This allows you to change the tag applied to a form depending on a user's answer.

    Please refer to the following guide for further information:

    https://www.jotform.com/help/513-How-To-Use-JotForm-s-Infusionsoft-Dynamic-Tagging