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How To Integrate Your Infusionsoft Account

To integrate your Infusionsoft account within JVZoo navigate to My Account > Authorized Applications or click here.

Here you will find a list of Applications that you can Authorize.  To authorize your Infusionsoft account, click on the “Click to Authorize Infusionsoft.”

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Once you have clicked the link, you will be taken to Infusionsoft to log in to your account. After you are logged in, you will be prompted to grant JVZoo access to interact with your Infusionsoft account.  Click the blue “Allow” button.

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Next, you will be taken back to your JVZoo account where you will see that your Infusionsoft account is now an authorized application as well as your code key, if it is valid and any actions you can take.

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To remove your Infusionsoft account, click “Unauthorize” under actions.

After you have authorized your Infusionsoft account, you can then connect the products that you want pushed into your CRM.  To do so navigate to Sellers > Sellers Dashboard or click here. Select edit next to the product you wish to integrate with your Infusionsoft account.   From the menu on the left side of the product editor, click on “Advanced Settings”.

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Check the “Add an Infusionsoft Integration.”  From here you can set up what Sale Tag and Refund/Cancel Tag you would like to send from the dropdown list: Interest - Email Series, Myself, New Customer, New Lead & Nurture Subscriber. In addition, you may create custom tags in your Infusionsoft account which will show up in your dropdown list once created.  Lastly, you can select which product you would like to send the notification to in your Infusionsoft account. Please note that your product must be created in your Infusionsoft account before it will show up in the dropdown list.  

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Once you have made your selections, click the blue “Save My Product” button.

 

 

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