Klip Gallery: Infusionsoft

Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.

Looking to add pre-built Klips and Dashboards to your account?
See the Klipfolio Integrations Page.

Infusionsoft connection flow

In order to add an Infusionsoft Klip with your data to your dashboard, you will need:

  • Your Infusionsoft Account Name
  • Your Infusionsoft API Key

To add an Infusionsoft Klip to your dashboard:

Location Action
  • Select an Infusionsoft Klip from the Gallery. In the first dialog box, you are asked for your Infusionsoft Account Name and API Key.
  • When you log in to Infusionsoft, you should see your account name right away.
  • Enter your Account Name into Klipfolio.

An alternate way to find your account name is:

  • In Infusionsoft, on the top navigation menu, hover over Your Profile Icon and select Manage Accounts. You can now see a list of your accounts.
  • Enter your Account Name into Klipfolio.

To find your API Key, remain logged in to your Infusionsoft Account.

  • On the top navigation menu, hover over the Infusionsoft Icon.
  • Under Admin select Settings.
  • Under Application Settings, select Application.
  • Under API, copy the Encrypted Key.
  • In Klipfolio, at API Key, paste your key.
  • Now that you have your Account name and API Key, click Add Klip.

Learn more

Have more questions? Submit a request