Add Contacts In Infusionsoft Sync For Outlook
Follow the instructions below to add Contacts in Infusionsoft Sync for Outlook
Select the email in your Outlook inbox. If an email address doesn't exist for the person in Infusionsoft, you can click the Add to Infusionsoft button.
Fill out the contact details of this person
Click the Add to Infusionsoft buttonLocate in Infusionsoft
If the contact record exists in Infusionsoft under a different email, you can click the Locate in Infusionsoft button and either replace the email in Infusionsoft or add the email to a secondary email address field.
- Click the Locate in Infusionsoft button
- Search for the contact record in Infusionsoft
- Either replace the Infusionsoft email with the new one or add it to a secondary email address field.
Next Article: Add a Task or Appointment in Infusionsoft Sync for Outlook