Convert Pro offers seamless integration with Infusionsoft. You can connect Convert Pro with Infusionsoft by following the steps below.
Before we move on to the integration, you need to be sure that you have installed and activated the Convert Pro Connects Addon. This addon is responsible for all the integrations with the third party email marketing softwares.
Step 1 -> Create a Call-to-Action
Step 2 -> Design it as per your needs
Step 3 -> In the editor, move to Connects
Step 4 -> Select Infusionsoft
Step 5 -> Authenticate your Infusionsoft account.
You are asked to enter the Infusionsoft API Key and App Name. These are needed to authenticate your account so that Convert Pro can send lead data into the respective list.
Not sure of where you’ll find this? Here is an article that will tell you more.
Step 6 -> Select Tag and action ID
Select the list you wish to integrate with. Add action ID if necessary.
Note:
1) In case you have more than one field, you will be taken to another step where you’ll be asked to map the fields in your Convert Pro form with those in Infusionsoft. The email field is mapped by default.
2)We have recorded some videos for you on how to create the custom field in Infusionsoft, please check:
- Check the video to create the custom field in Infusionsoft:[Video Link].
- After creating a custom field, now you need to map it in Convert Pro:[Video Link].
Step 7 -> Save your settings and you are done!
All the leads you capture through this call-to-action will now be stored in your Infusionsoft account.
Need help? Get in touch!
