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