How to upload files to Infusionsoft filebox?

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    quickcreditfunding
    Asked on October 30, 2016 at 11:01 PM

    I see you have a widget so files can be
    uploaded to infusionsoft. However, do you offer a way for when a customer
    fills out a jot form and attaches a file, that file is uploaded to that
    customer's customer profile in infusionsoft? The widget is more for sales
    people than it is for customers because it requires an infusionsoft login.

  • Profile Image
    Nik_C
    Answered on October 31, 2016 at 05:38 AM

    Please kindly try our Infusionsoft upload widget: http://widgets.jotform.com/widget/infusionsoft_upload

    It will upload files directly to Infusionsoft filebox with user ID.

    And please let us know how it works for you.

    Thank you!

  • Profile Image
    NeilVicente
    Answered on May 21, 2018 at 04:20 PM

    We are sorry for the late update.

    Our Infusionsoft integration now allows you to attach file uploads to your InfusionSoft contact's File Box.

    Simply map your form's upload field to the File Box field in our Infusionsoft wizard.

    1526933900filebox.png

    Hope you find this useful, and please let us know if you have questions or concerns regarding this feature.

    Cheers!