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Infusionsoft

Infusionsoft

CRM

Infusionsoft Integration

Improve customer relationships with the help of relevant details and activities about customers from Infusionsoft inside Acquire.

Step 1. Configured with Infusionsoft
Step 2. Implementation
Step 3. Create Contact/sync

 

Step 1. Configured with Infusionsoft

Goto https://app.acquire.io/integration and click on the Infusionsoft button.

 

Infusionsoft will open in a new tab and you’ll be asked to authorize the application.

 

Authorizing the application will give access Acquire from Infusionsoft.

 

You’ll see the Infusionsoft button highlighted and connect, disconnect and manage to map.

 

Step 2. Implementation

When choosing this option, you can add the visitor into Infusionsoft as a contact and the ongoing chat as a note.

 

Step 3. Create Contact/sync

Now every time a chat ends, you just have to click the Export to the Infusionsoft button to send that contact and chat transcript to the Infusionsoft.

 

Check your details into Infusionsoft account to fetch your contact details, and chat transcript as well as.

If you are experiencing any trouble with this integration, please contact us via Acquire or at hello@acquire.io