Infusionsoft Pro
This guide assumes you have an Infusionsoft account already.
Compatibility
Uses OAuth flow on v1 of the REST API.
Endpoints
Maps data to the following endpoints:
- Contacts
Does your project require something else? Contact Us
Fields
Maps data to the following field types:
- Standard
- Custom
Duplicate Check & Update
- Duplicate detection is based on the email address.
Setup Instructions
The Infusionsoft API integration includes another layer of API calls by using Mashery API Management. Please closely follow the steps below:
- Go to the CRM section in Freeform Settings (Freeform → Settings → CRM).
- Click the New Integration button at the top right.
- Select Infusionsoft (v1) 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.
- 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_idandclient_secret. Please take note of these and/or leave the browser tab open.
- Go back to your your Craft/Freeform browser tab.
- Copy the
client_idvalue from Infusionsoft and paste it into the the Client ID field in Freeform. - Copy the
client_secretvalue from Infusionsoft and paste it into the the Client Secret field in Freeform. - Click the Save button.
- 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.
To use this integration on your form(s), you'll need to configure each form individually.
- Visit the form inside the form builder.
- Click on the Integrations tab.
- Click on Infusionsoft in the list of available integrations.
- On the right side of the page:
- Enable the integration.
- Select the API endpoints you wish to map to.
- Map Freeform fields to the Infusionsoft fields as needed.
TIP
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.
WARNING
Please note that if you set this up initially on a development environment, you will need to update your callback URL and reauthorize the connection on your production environment. However, your settings and field mappings will remain intact.