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 setup your integration, just follow these steps...
Create Your Salesmsg Account
First, you'll need to create a Salesmsg account to integrate into Infusionsoft.
Connecting to Infusionsoft
1. Go to Settings > Integrations
2. Click the Connect button next to Infusionsoft
3. Select the Infusionsoft App and click Allow
4. Now you're connected!