InfusionSoft Integration

What is the "Infusionsoft Integration"?

The integration allows CityGro to send data to Infusionsoft.  

When should I use the "Infusionsoft Integration"?

The following are examples of when you would use an integration

• When you want to send information to your Infusionsoft Account.

How do I set up an "Integration"?

Getting There: 

1. Go to the Marketplace Section of the CityGro Portal.
2. Select the "Add to CityGro" button.

Steps: 

1. Select Infusionsoft
2. Decide what you want to call the integration (ie Infusionsoft - CityGro)
3. Select "New Infusionsoft Account" and then log in using your credentials
4. Match CityGro data fields with Infusionsoft data fields.
5. Match CityGro Groups with Infusionsoft Tags
6. Click Save