How to upload files to Infusionsoft filebox?

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    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
    Answered on October 31, 2016 at 05:38 AM

    Please kindly try our Infusionsoft upload widget:

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

    And please let us know how it works for you.

    Thank you!