Infusionsoft CRM integratio
We currently use Infusionfoft and being able to apply an infusionsoft tag when a document is sign. is supper powerful and would be used by many infusionsoft users.
tags are NOt the traditional tag like in Wordpress
We love this feature idea and will likely get started on it once 2.0 ships.
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Ilona Budapesti commented
Would definitely need this. ActiveCampaign is available but Infusionsoft isn't yet. The last comments on this are from 2014 and 2017. Any updates? Alternatively, in the meantime if you could write up a Zapier or webhook integration guide and post it here it would be helpful. Thanks.
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We love this feature idea and will likely get started on it once 2.0 ships.
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Anonymous commented
Hi,
Has there been any updates to this? I am needing to add an Infusionsoft tag after the document has been signed. -
Anonymous commented
Been a year.... Any update to this essential function?
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Anonymous commented
Had another link that might help,
what would be crazy cool would be to have a copy of signed wp e-doc go the the filebox of the person who signed it directly after they signed in Infusionsoft.
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Thanks Greg... we've added this great suggestion to our planned development backlog.
With the public release in about 2 weeks it will most likely be a month or so before we can switch focus back to building out our add-on collection (which we are very committed to).
That being said we do have a Dropbox Sync option if you are looking for a safe third party location to store signed documents?
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Anonymous commented
this also might help Infusionsoft WordPress Developers Plugin
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Anonymous commented
I wanted to define 2 things that would be great starters,
1) after signer clicks submit after signing doc it applies an Infusionsoft tag
(an example is Infusionsoft gravity form addin that we use it works great for this)2)That the document is sent to the clients " filebox "