Add Contacts In Infusionsoft Sync For Gmail

Introduction

Follow the instructions below to View and create Infusionsoft contact records from Gmail

 

Step-by-Step Instructions

  1. Click on an email to pull up the associated Infusionsoft contact record in the sidebar.

    The information displayed includes name, email address, phone number and address. Searching for specific contacts is also available in the sidebar.

     

  2. If the contact doesn’t have a record in Infusionsoft, you can roll over a contact name to populate the new contact fields in Sync for Gmail.

    Once the new contact fields are populated, you can save the contact to Infusionsoft.

     

  3. Hover your mouse over an email in your Gmail inbox.

    This causes the contact information to populate in the pane to the right.

     

  4. Now, just click the Add Contact button to add this contact to your Infusionsoft account.