** Before starting the integration process, please be sure you have a tag created inside your InfusionSoft account**
Once you have confirmed the setup of tags in InfusionSoft, you are able to begin the actual integration!
To integrate with Infusionsoft, simply follow the steps below.
- Select Infusionsoft from the drop-down menu for Autoresponder System.
2. Open a new browser and login to your Infusionsoft account.
3. Click on the Infusionsoft's logo at the top-left hand corner of your dashboard within Infusionsoft. Then select "Settings" under the Admin section of the sub-navigation bar.
4. Click on " Application" on the left sidebar menu.
5. Scroll to the API section, copy the Encrypted Key and paste it in the Encrypted Key section within Leads Tunnel.
6. Find your subdomain of your Infusionsoft login. Simply look at your web address in your browser. Copy the details xxxxx.infusionsoft.com" and paste it in the Infusionsoft URL field. (EX: https://XXXX.infusionsoft.com) . What your post should say: xxxx.infusionsoft.com
7. Specify a name for your CRM name field. This is for internal use only and a reminder to yourself on what setup this is.