Infusionsoft: Create Contact

ActiveProspect integrates with Infusionsoft to offer the Create a Contact action of the Infusionsoft service directly through LeadConduit.

InfusionSoft is found in the list of Recipient Integrations:

Finding What You Need

The UI will prompt you for the following:

An Infusionsoft account

The integration will prompt you for your Infusionsoft credentials.

Making a Decision

A filter must be added after the step in order to make any decision based on the outcome of the delivery. Usually, you’ll want to stop the flow when the outcome of the delivery is anything other than Success. A filter that catches Failures, Errors, and Skips will do the trick. Here’s what that looks like:

Save the Flow and you’re done!

Automatically Mapped Fields

The following fields will be mapped automatically, meaning you don’t need to do anything to send them to Infusionsoft:

First Name
Middle Name
Last Name
Name Suffix (Jr. Sr. Esq. etc.)
Email
Phone 1
Phone 2
Phone 3
Address 1
Address 2
City
State
Postal Code
Website
Comments
Title (Job Title)
Date of Birth (DOB)

Manually Mapped Data

The following data can be mapped manually in the field mapping section:

Address Type: Default is BILLING
Contact Type: Infusionsoft contact type
Lead Source ID: Infusionsoft Lead Source ID
Owner ID: Infusionsoft Owner ID
Preferred Locale Infusionsoft Preferred Locale
Source Type: Infusionsoft Source Type
Custom: Any other fields not listed here

Integration Fields Returned

Outcome: Integration outcome (success, failure, or error)
Reason: The reason if the outcome is Error, Failure, Skip

Search

Finding What You Need

Making a Decision

Automatically Mapped Fields

Manually Mapped Data

Integration Fields Returned

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