This page will guide you through configuration and basic use of the Level365 CRM Connect InfusionSoft Add-in. It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.
InfusionSoft and the database used to store your contact data should already be installed and working normally before proceeding with this integration.
Level365 CRM Connect must also be installed already with the initial configuration completed.
Information You'll Need
- InfusionSoft URL username and password.
Configuration
Right-click the Level365 CRM Connect tray icon in the system tray menu and then left-click the Configuration option from the menu that pops up, this will open the 'Configuration' screen. In the 'Integration' area, click the Add new button, select InfusionSoft from the 'Type' dropdown box and then click the Set button.
On the Configuration group, Select the page you want from the 'pop to' dropdown.
Click Connect. This creates the API Key to allow integration with InfusionSoft. On the window that appears enter the username and password for InfusionSoft. Then click the Login button. On the next window that appears click Allow.
The 'Configuration' group should now display 'Connected'. This is required to allow integration with InfusionSoft.
In the Entities section, 'Companies', 'Contacts' and 'Users' are the categories of records in InfusionSoft that can be looked up in searches and popped. Select one or more required categories by checking the corresponding boxes to include them.
Click the Save button to store the information you've entered and apply the configuration.
Testing
To test if the configuration worked, enter a phone number from your InfusionSoft account into the 'Telephone' box in the 'Integration test' area and click the Search button. The results will be displayed after a few seconds.
If the test does not work, go to the 'Log' page of configuration and see if there are any errors in the log.
