Infusionsoft CRM Integration 3.1.0+ Pro

This documentation page assumes you have read over the CRM Integration Overview page. If you have not yet read it, please do so now. We also assume that you have an Infusionsoft account already. If you currently have Freeform Lite, you can purchase an upgrade to Freeform Pro.

Compatibility

Field mapping to standard and custom fields in Contacts.

Duplicate Check & Update

Duplicate detection is based on the email address.

Setup Instructions

The Infusionsoft API integration is a little uglier since they include another layer of API calls by using Mashery API Management. Don't trust your instincts and just follow the steps below closely and it won't be as bad as it looks. Please follow the steps below:

Prepare your site's end for Integration

Go to the CRM section in Freeform Settings (Freeform > Settings > CRM).
Click the New CRM Integration at the top right.
Select Infusionsoft from the Service Provider select dropdown.
Enter a name and handle for the integration.
- In the OAuth 2.0 Return URI field, a URL will be automatically populated for you. Do not change or adjust this.
Copy the URL in the OAuth 2.0 Return URI field to your clipboard.
Leave this page open.

Infusionsoft runs it's API through Mashery, so you will need to sign up or log into a Mashery account inside the Infusionsoft Developers site.
Visit the Infusionsoft Developers site site to sign up for or log into a Mashery account
Fill out the form and then click Register button.
You'll receive a confirmation email with a link to click to verify your account.

Create Mashery API Application

After verifying your account, click the create a new application button to begin creating your API app.
Fill out the form, and paste the OAuth 2.0 Return URI value from Freeform into the Register Callback URL field in Mashery.
Then click the Register Application button.
You'll be returned to a page that shows you your client_id and client_secret. Please take note of these and/or leave the browser tab open.

Prepare the Connection

Go back to your your Craft/Freeform browser tab.
Copy the client_id value from Infusionsoft and paste it into the the Client ID field in Freeform.
Copy the client_secret value from Infusionsoft and paste it into the the Client Secret field in Freeform.
At the top right corner of Freeform page, click Save button.

Finish the Connection

You will then be presented an Infusionsoft OAuth login form.
If not already logged in, enter in your Infusionsoft login details and click Log In button.
Once logged in, you'll be presented an OAuth form, asking if you want to allow access. Click Allow button.
You should now be returned to the Freeform CRM setting page.
Confirm that there is a green circle with Authorized in the middle of the page.

Finished!

TIP

There are some odd things with Infusionsoft to note (hopefully this save you some time and frustration when setting up):

For mapping to Provinces or States, you'll map to the Region field. The Region field expects values like US-CA for California state in USA, or CA-MB for Manitoba province in Canada. When mapping to Regions, it's required you map the Country code as well.
Country code mapping uses 3-digit codes like USA for United States of America, CAN for Canada, GBR for United Kingdom, etc.

# Infusionsoft CRM Integration 3.1.0+ Pro

# Compatibility

# Duplicate Check & Update

# Setup Instructions

# Prepare your site's end for Integration

# Sign up for a Mashery API Management account

# Create Mashery API Application

# Prepare the Connection

# Finish the Connection