Use this article as a guide when integrating your account with the new version of Infusionsoft.

At any time, you can come back to the Integrations page (Settings > Integrations) to make changes to the integration.

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.

Integration Overview

  • When creating a Quote in Quoter, you can search for an existing Infusionsoft Contact or create a new one automatically.
  • When a Person is created or edited in Quoter, the customer's contact information will be automatically pushed to your Infusionsoft account under Contact. If a Person with a matching email address already exists in Infusionsoft, changes will not be pushed.
  • When a Quote is created or edited in Quoter, selected tags will be pushed as Contact Tags. A copy of the Quote PDF will be added to the Contact's Files.

Setup Instructions

1. Navigate to Settings > Integrations to select Infusionsoft under CRM:

2. Click Connect to Infusionsoft to begin the setup process:

3. You'll be redirected to Infusionsoft to grant access to Quoter and choose the appropriate Infusionsoft instance:

4. Fill out the Integration Settings as per your specific workflows and click Save Settings to complete the setup process:

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