infusionsoft_integration
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infusionsoft_integration [2015/07/02 03:06] christopher |
infusionsoft_integration [2020/05/28 21:02] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043719873 | ||
| ====== InfusionSoft Integration ====== | ====== InfusionSoft Integration ====== | ||
| - | The Lead Manager has built in integration with InfusionSoft where leads that are generated in your CRM will be shared with your InfusionSoft account. These leads will send to separate Buyer and Seller action sets where unique drip campaigns can be built. For more information and examples of InfusionSoft workflow, check out our [[start#infusionsoft_sign_up_demo_page|InfusionSoft webinar archive]] with Greg Harrelson. | + | The Lead Manager has built in integration with InfusionSoft (which now is part of Keap) where leads that are generated in your CRM will be shared with your InfusionSoft account. These leads will send to separate Buyer and Seller action sets where unique drip campaigns can be built. For more information and examples of InfusionSoft workflow, check out our [[start#infusionsoft_sign_up_demo_page|InfusionSoft webinar archive]] with Greg Harrelson. |
| ==== A Quick Guide For Integrating Our Lead Manager With InfusionSoft ==== | ==== A Quick Guide For Integrating Our Lead Manager With InfusionSoft ==== | ||
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| Here is a quick screenshot of the above steps: | Here is a quick screenshot of the above steps: | ||
| - | {{ :infusionsoft_integration.jpg?nolink |}} | + | {{ ::infusionsoft-integration-1-2.png?600 |}} |
| + | {{ :undefined:infusionsoft-integration-2-2.png?600 |}} | ||
| ==== Where to find your Action Sets and User IDs in InfusionSoft ==== | ==== Where to find your Action Sets and User IDs in InfusionSoft ==== | ||
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| Open the InfusionSoft menu and head to CRM > Settings. | Open the InfusionSoft menu and head to CRM > Settings. | ||
| - | {{ ::infusionsoftactionsets01.png?600 |}} | + | {{ ::infusionsoftactionsets01-2.png?600 |}} |
| This will bring you to your contact and company settings where you can locate your Action Sets. | This will bring you to your contact and company settings where you can locate your Action Sets. | ||
| - | {{ ::infusionsoftactionsets02.png?400 |}} | + | {{ ::infusionsoftactionsets02-2.png?400 |}} |
| - | {{ :infusionsoftactionsets03.png?600 |}} | + | {{ :infusionsoftactionsets03-2.png?600 |}} |
| + | |||
| + | The action sets that you want will likely already be enabled, but are probably not in use by the user. Look for "New Lead" and/or "New Customer" near the top. | ||
| === User IDs === | === User IDs === | ||
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| Similarly for User IDs, open the InfusionSoft menu and head to Admin > Users | Similarly for User IDs, open the InfusionSoft menu and head to Admin > Users | ||
| - | {{ ::infusionsoftusers01.png?600 |}} | + | {{ ::infusionsoftusers01-2.png?600 |}} |
| Again, you will find the your unique User ID here. | Again, you will find the your unique User ID here. | ||
| - | {{ ::infusionsoftusers02.png?600 |}} | + | {{ ::infusionsoftusers02-2.png?600 |}} |
infusionsoft_integration.1435806403.txt.gz · Last modified: 2015/07/02 03:06 by christopher
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