Infusionsoft by Keap

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

Infusionsoft (by Keap) 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!

We also support Keap, the more simplified version of Infusionsoft by Keap.

The video below gives an example of setting up connections with the Infusionsoft app for both Google Contacts as the Xero app.

Below you'll find detailed information, specifically for Infusionsoft integrations:

Supported Infusionsoft Integrations

Authorizing Infusionsoft

To authorize 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 can skip this step

and choose from your CONNECTED ACCOUNTS.

Choose your contact type

Distinguish between Companies and Contacts before proceeding to the configuration page.

- Learn about our contact sync below.

- More in-depth info about our Company to Company sync can be found here.

[IF] Supported Conditions/Filters

TAGS
CONTACT OWNER
LEAD SOURCE
ASSIGNED/UNASSIGNED
FIELD VALUES (INCLUDING CUSTOM FIELDS) [contains/does not contain/has any value/equals/does not equal/...]
ALREADY EXISTING IN APP YOU SYNC WITH

[THEN] Supported Actions

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 and should map any additional standard & custom 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.

Additional Options

Syncing Deletions

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.

Syncing Unsubscribes

In connections with Marketing Tools (e.g. such as MailChimp), you are able to sync unsubscribes one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Woodpecker. You will be able to review this segment first before e.g. deleting or taking action in Woodpecker.

Set Infusionsoft email addresses to Unconfirmed

Each email address stored in Infusionsoft is assigned a status. More in-depth information can be found here. The unconfirmed email status indicates that you have permission to send marketing messages to the email address.

Enabling this feature will result in contacts being set to Unconfirmed, meaning they will receive marketing messages.

The availability of additional options in our sync is app and connection dependent. If the box (screenshot 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 a new segment '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 - support@piesync.com. Don't forget to read our blog for the latest in productivity, apps, and technology!