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.
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:
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.