Integrate Infusionsoft with Freshcaller to view relevant details about customers inside Freshcaller.
This integration allows teams to easily access contacts, companies, opportunities, orders, and tags with information from Infusionsoft CRM within Freshcaller through this app.
Once installed agents can perform the following tasks without leaving Freshcaller:
* Access Infusionsoft CRM contacts, companies, opportunities, orders and tags
* View opportunities associated with a contact
* View tags associated with a contact
1. After clicking on the Install button, you will be redirected to the Infusionsoft page where you will be needed to authenticate yourself with your Infusionsoft account
2. Once you are successfully authenticated, you will be redirected back to Freshcaller
3. In the Settings page, you will need to enter Infusionsoft subdomain and select Contact and Company fields which are shown in the app widget
4. Once that's done, click the Install button to finish the installation
You are now good to go!