InfusionSoft CRM Integration

PRICING

Standard Transactional Pricing

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VERSION

3.0.0

ADDITIONAL INFO

InfusionSoft CRM Website

Overview

Sales and Marketing Software for Small Businesses

Appended Fields

InfusionSoft CRM will append the following data to your lead.

Appended FieldDescription
Outcome
Was the client successfully created?
Reason
If the contact creation failed this is the reason
Id
InfusionSoft Contact ID

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
First name
Middle Name
Middle name
Last Name
Last name
Name Suffix
Name suffix
Email
Email
Phone 1
First telephone number
Phone 2
Second telephone number
Phone 3
Third telephone number
Address 1
Address 1
Address 2
Address 2
City
City
State
State
Postal Code
Postal code
Website
Website
Comments
Comments
Title
Job title
Dob
Date of birth

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Address TypeThe type of address provided, defaults to BILLING
Contact TypeInfusionsoft contact type
Lead Source IdInfusionsoft lead source ID
Owner IdInfusionsoft owner ID
Preferred LocaleInfusionsoft preferred locale
Source TypeInfusionsoft source type
Opt In ReasonInfusionsoft opt-in reason
Custom Infusionsoft custom field; use the field ID
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)