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Automating tasks in your Infusionsoft Integration

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With automated tasks, your agents can stay busy handling calls without having to go back and forth updating two systems with redundant information.

You can create the following rules to keep agent busy work to a minimum:

  • When a new contact calls, create a new contact in Infusionsoft
  • When a contact is created in Talkdesk, create the contact in Infusionsoft
  • When a contact is updated in Talkdesk, update the contact in Infusionsoft
  • When a note is created in Infusionsoft, create a note in Talkdesk
  • When a call disposition is set, add a tag in Infusionsoft
  • When an outbound call ends, create a note in Infusionsoft
  • When an inbound call ends, create a not in Infusionsoft

These automated tasks will help to streamline interactions and enhance the selling process.

To configure an automated task, please follow these steps:

 Infusionsoft_automation_1-3.png

  • Log in to your Talkdesk account as an Administrator.
  • Click the 'Admin' tab [1].
  • Click on 'Integrations' [2] and click the Infusionsoft 'Settings' button.
  • Click on 'Add your first automated task for Infusionsoft’ [3]. Or, 'Add New Automated Task' if this is not the first automated task.
  • Customize the automated task according to your needs.
  • Click 'Save'.

Example:

Let’s walk through an example of creating an automated task for outbound calls in Talkdesk. 

Select the trigger as "When an outbound call starts [4] in Talkdesk, then create a contact [5] in Infusionsoft."

Infusionsoft_automation_4-5.png

Talkdesk will automatically create a new contact in Infusionsoft when you make a call to that number. 

You can customize the contact details to be sent to Infusionsoft by dragging the relevant fields into the text boxes, such as:

Infusionsoft.png

First Name: {{contact.first_name}}

Drag the "Contact first name" trigger field [6]

Last Name: {{contact.last_name}}

Drag the "Contact last name" trigger field [7]

Email: {{contact.email}}

Drag the "Contact email" trigger field [8]

Once finished, click 'Save' [9] to activate the automated task.

You can disable and re-enable this trigger at any time by switching the toggle to 'OFF' / 'ON' [10].

If you have any questions or would like any assistance, do not hesitate to contact us at support@talkdesk.com.

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