How to upload files to Infusionsoft filebox?

  • 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.

  • Nik_C
    Replied 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!

  • NeilVicente
    Replied 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.

    1526933900filebox Screenshot 10

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

    Cheers!