The Infusionsoft integration is mighty fine and gives you and your team a great way to communicate quickly with your contacts and customers.
Our Infusionsoft integration will allow you to:
- Add contacts from Infusionsoft to Salesmsg
- Send text messages from the Campaign Builder and Legacy Action Sets
- Apply tags, create notes, and create tasks
- Book appointments
- Add outgoing and incoming texts to your contacts Notes
It's a powerful integration that extends Infusionsoft to the max.
To set up your integration, just follow these steps...
Step 1: Start Your 14-Day Trial
First, you'll need to create a Salesmsg account to integrate into Infusionsoft (Keap) .
Step 2: Integrate Your Infusionsoft (Keap) Account
Head over to the Settings > Integrations page and connect your Infusionsoft (Keap) account.
Step 3: Connect Your Account
Select the Infusionsoft app to connect to Salesmsg...
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Does each Infusionsoft user need to integrate into Salesmsg?
Yes, each Infusionsoft user will need to integrate their account into their Salesmsg account. This will give the user a way to send & receive messages from Infusionsoft as well as log the messages on the contacts notes.
Infusionsoft is connected to another account, what is this?
The Salesmsg user can only connect to one Infusionsoft user at a time. You won't be able to connect the same Infusionsoft user to multiple Salesmsg users.