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Infusionsoft Field Mappings (New Version)
Infusionsoft Field Mappings (New Version)
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

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


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

  • Organization

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.

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