GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Infusionsoft offers your small business automated sales and marketing solutions. Having tools like lead generation, marketing automation, and CRM functionality all in one place, allows your business to grow and succeed! Below you'll find detailed information, specifically for Infusionsoft integrations:
SUPPORTED INFUSIONSOFT INTEGRATIONS
HOW TO AUTHORISE INFUSIONSOFT IN PIESYNC
For Infusionsoft, we simply need you to log in and allow access.
If you already authorized Infusionsoft account(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
SUPPORTED FILTERS TO DETERMINE THE CONTACT SUBSET(S) TO SYNC WITH = IF
- CONTACT OWNER
- LEAD SOURCE
- FIELD VALUES (INCLUDING CUSTOM FIELDS) [contains/does not contain/has any value/equals/does not equal/...]
- ALREADY EXISTING IN APP YOU SYNC WITH
SUPPORTED TRIGGERS = THEN
- ADD/REMOVE TAGS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
DEFAULT FIELD MAPPING
Depending on the other app you're syncing with, you'll see a number of standard Infusionsoft fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
CUSTOMIZABLE FIELD MAPPING
You can custom map your Infusionsoft Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Infusionsoft, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Infusionsoft. You will be able to review this segment first before deleting or taking any other action in Infusionsoft too.
*The availability of these features is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - firstname.lastname@example.org.
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