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