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 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