InfusionSoft CRM Integration

We would like to use Voicent’s predictive dialing software with Infusion Soft, but we are unable to find resources for infusion soft. Do you support infusion soft crm?

Yes we do! And it is very easy to set up.

The steps to integrate InfusionSoft:

1) Export your InfusionsoftCRM records with the “ID” and “Phone” field at minimum.

2) Import the exported CSV file into Voicent’s Predictive(Agent Dialer) or Auto Dialer(BroadcastByPhone)

3) Configured a “Launch a browser window with the following URL” in your Voicent Gateway -> Call Transfer -> Screen Popup to be:

https://infusionsoft.com/Contact/manageContact.jsp?view=edit&ID=${__Call__.ID}

${__Call__.Id} will be replaced with whatever the ID in the ID column of Agent Dialer or BroadcastByPhone is allowing your agents to receive a popup window of their CRM record instantly once the call connects.

Want to find out more about how Voicent software can work with Infusionsoft? Contact us: http://voicent.com/contact-sales.php