Infusionsoft Integration: Information & Setup

1. From the Left Nav Menu, click Setup > Integrations.
   
2. On the Integrations page, click +New Integration to add a new CRM.
   
   

3. On the Integration pop-window, click Infusionsoft.
   
4. On the Infusionsoft pop-up window, click Connect to Infusionsoft.
   
   
5. Click Connect to Infusionsoft. This directs to the HubSpot Login page.
   
   
   
6. Enter the email address.
   
   
   
7. Enter the password.
   
   
   
8. Click Log In.
   
   
   
9. Allow Hushly Access - Click Allow.
   
   
   
   
10. You will be redirected to the Infusionsoft Integration page.   
11. Click Configure Field Mappings to configure the request parameter names for all the available lead fields.
    
    
12. Enter the request parameter names for each of the lead fields and click Save to save the field mappings.

Disconnecting Infusionsoft Integration

1. Click Disconnect. Hushly asks you to confirm the action.
   

2. Click OK.
   
   
   

3. A confirmation message shows up and the Integration does not reflect on the Integration results page.