What does the integration do?
The integration automatically pushes caller information to Infusionsoft as a new Contact.
Installing the integration
From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.
Choose the Infusionsoft integration card.
Click the Integrate button located at the side of the Infusionsoft integration window to proceed.
Connecting your accounts
Enter your Infusionsoft login credentials to connect your account with AnswerConnect.
Click on the Allow button to give AnswerConnect permission to access your Infusionsoft account.
Click the edit icon next to the account to assign a name to your Infusionsoft account. Then, click Continue.
Select the target Infusionsoft list where you want contacts exported and click Continue.
Map the fields of your AnswerConnect account to the corresponding Infusionsoft attributes and click Continue.
Mandatory fields are marked with a red asterisk.
Next, click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.
To set up the integration without any conditions, choose No when asked to create a filter. This means that all contacts will be sent to your Infusionsoft account.
Deactivating the integration
To deactivate the integration, go to Manage, choose the Infusionsoft integration card and click Deactivate