This article defines how data will be pushed from Quoter to the classic version Infusionsoft. Learn more about integrating with the classic version of Infusionsoft in this article.
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.
The following Infusionsoft Contact fields are searched when using Person Search:
- First Name
- Last Name
- Email Address
- Work Phone
When creating or editing a new Person in Quoter, the information will be pushed to an Infusionsoft Contact. Quoter will try to match Contacts by email address. If nothing is found in Infusionsoft, a new entry will be created, otherwise Quoter will use the first result found.
When a Quote is created in Quoter, an Opportunity will be created in Infusionsoft and a PDF version of the Quote will be attached to the Contact's FileBox. The Person will also be tagged with the name of the Template used to generate the Quote.
When a Quote is updated in Quoter, the Opportunity will be updated with the new projected revenue.
When a Quoter Quote is won (Invoice PDF will be pushed to Contact's File Box) or lost, Quoter will update the status of the Infusionsoft Opportunity according to the mapping settings you configure.
The Quote PDF for the revision will not be pushed to the Contact's File Box.