Infusionsoft CRM API Integration
Why Integrate Infusion CRM with CallAction?
The CallAction / Infusionsoft integration is an extremely powerful solution to streamline your lead follow-up & nurture workflow.
Benefits of this Infusionsoft CRM integration include:
Capture inbound phone calls directly into Infusionsoft
Eliminate manual data-entry of inbound lead calls into your Infusionsoft CRM
Track all of your leads from every source in Infusionsoft
Add powerful text, video & direct to voicemail drip campaigns
Get call recording transcriptions synced into your Infusion CRM
Generate leads using text for info tool into Infusionsoft
How to Setup Infusionsoft API
Login to CallAction
Click on your Profile on top right
Click on Integrations
Click on the Infusionsoft button
Click on Infusionsoft Integration Verification
Enter your Infusionsoft User Name & Password
You'll be redirect to Infusionsfot Sign In
Click Submit
You'll be returned to CallAction
Click Save All Changes
Connect Individual CallAction Phone Numbers to Infusionsoft
Login to CallAction
Click on Numbers
Click on Manage of the phone number you want to connect to API (NOTE: Must do this with each number in your account)
Scroll and click Infusionsoft ON
Click Save All Changes
We all you to individually select which of your CallAction numbers are synced with the ON / OFF setting.
You also have the ability to select how CallAction assigns the lead within Infusionsoft using the drop-down selection.
Try this BoomTown + CallAction Integration Now
Learn first hand how this CallAction.co / Infusionsoft CRM integration can save you time, make you more money and improve your real estate lead conversion rates. We offer a free 14-day trial and demo of CallAction to all Infusionsoft CRM users.
Take 10 mins to signup for CallAction now to try this Infusionsoft integration instantly