Synchronize Gmail Emails And Appointments With Infusionsoft

Introduction

Follow the instructions below to Synchronize Gmail Emails and Appointments with Infusionsoft

Infusionsoft Sync for Gmailâ„¢ allows you to sync sent or received emails with contact records in Infusionsoft. You need to enable the email sync feature from the My Settings area. Once the email sync feature is enabled, all emails will be saved inside of Infusionsoft. The email sync setting gives you the ability to specify email addresses and domains to sync. The calendar sync feature allows you to create events from Infusionsoft appointments and opportunity actions. Calendar syncs appointments, notes, pending tasks, and/or completed tasks 2 months out in the future by default. You can choose to sync up to 6 months in advance if you wish.You can also share your Google calendars with other team members. You can automatically save a copy of all sent or received emails to a specific contact record in Infusionsoft.

 

Step-by-Step Instructions

  1. Click on the gear icon in the Sync for Gmail pane (not the gear icon to the left of the panel) and select My Settings.

     

  2. Enable Email and Calendar sync.