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quickcreditfundingAsked 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. -
Nik_CReplied on October 31, 2016 at 5:38 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!
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NeilVicenteReplied on May 21, 2018 at 4:20 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.
Hope you find this useful, and please let us know if you have questions or concerns regarding this feature.
Cheers!