This article defines how data will be pushed from Quoter to the new version of Infusionsoft. Learn more about integrating with Infusionsoft in this article.

Module Mapping

Person

When creating a Quote in Quoter, you can search for an existing Infusionsoft Contact using our Person Search feature 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.

Quote

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.

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