iCapture's advanced integration with Infusionsoft allows you to funnel your incoming leads directly to your account.
In minutes, you are ready to capture leads anywhere and everywhere with a tablet or smartphone, then populate your Infusionsoft account with your new, hot leads!
With the iCapture to Infusionsoft integration, you can:
- Automatically send data to create a New Contact
- Setup De-Duplication based of any of 3 criteria
- Assign Infusionsoft Tags to new Contacts based on their selections / answers.
- Assign Contacts to a specific Follow-up Campaign.
- Map any captured data to custom fields in Salesforce.
You Maintain Control!
Use iCapture to feed your Infusionsoft funnel and keep complete control of your Infusionsoft logins.
All leads via iCapture can be tagged or easily assigned to a salesperson for complete tracking.
Setting up the integration takes less than 2 minutes. No programming is required.
And best of all, contact info is all entered on your tablet or smartphone. The days of trying to read bad handwriting and manually entering the contact information are over!
When using one of the iCapture integrations there are 2 distinct steps that must be done.
- Step 1 - You must create your integration so iCapture can communicate with your email or CRM service. This step only needs to be done once in your iCapture account unless you delete it.
- Step 2 - You must then make the list assignment in each of the questionnaires that will be using the integration and map your data fields to ensure the data is sent over in the correct format.
Documentation is provided below for your specific integration.