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Infusionsoft Integration Activation

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The Infusionsoft integration setup is quick and easy. No programming is required: just enter your Infusionsoft account information and the integration process is complete.

Follow these steps to activate the integration.

Get Your Infusionsoft API Key

To activate the Talkdesk and Infusionsoft integration, you will first need to log into your Infusionsoft account in order to generate an API key.

  • In the main dashboard, select 'Admin' [1] and then 'Settings' [2].
  • Go to the 'Application Settings' menu on the left [3] and select 'Application' [4].

 

Infusionsoft_1-4.png

 

  • Scroll down to the API section and enter an 'API Passphrase' [5] of your preference.

The API Passphrase is a password that will be used to generate your API key. Make sure to remember it, in case you need to generate your API key again.

  • After entering the passphrase, click on the 'Save' button [6] to generate the API key.

 Infusionsoft_5-6.png


Once you click 'Save' [6], your API 'Encrypted Key' [7] is generated.

  • Copy the key.

 Infusionsoft_7.png

 

Activate Your Infusionsoft Integration in Talkdesk

  • Log into your Talkdesk account as an Administrator.
  • Click on the 'Admin' [8] tab at the top of the page. 
  • Select the 'Integrations' [9] tab and click on the Infusionsoft 'Connect' [10] button.

Infusionsoft_8_-_10.png 

Fill out the form with your Infusionsoft details:

  • Enter your subdomain in the 'Account name' field [11].
  • Paste the 'API Key' [12] that you copied from Infusionsoft.
  • Select the appropriate boxes [13] to synchronize contacts, interactions and conversation history.

 

Infusionsoft_11-14.png

 


Once you have completed these steps, click 'Save' [14] and that’s it!

The Talkdesk and Infusionsoft integration is now complete and information will be automatically synchronized between the two accounts.

 

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