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How to setup an Infusionsoft CRM API integration with CallAction to sync call & text conversations directly into your Infusionsoft CRM

Updated over a week ago

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

  1. Login to CallAction

  2. Click on your Profile on top right

  3. Click on Integrations

  4. Click on the Infusionsoft button

  5. Click on Infusionsoft Integration Verification

  6. Enter your Infusionsoft User Name & Password

  7. You'll be redirect to Infusionsfot Sign In

  8. Click Submit

  9. You'll be returned to CallAction

  10. Click Save All Changes

Connect Individual CallAction Phone Numbers to Infusionsoft

  1. Login to CallAction

  2. Click on Numbers

  3. Click on Manage of the phone number you want to connect to API (NOTE: Must do this with each number in your account)

  4. Scroll and click Infusionsoft ON

  5. 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 / 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

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