Add Contacts In Infusionsoft Sync For Outlook

Introduction

Follow the instructions below to add Contacts in Infusionsoft Sync for Outlook

 

Step-by-Step Instructions

  1. 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.

     

  2. Fill out the contact details of this person

     

  3. Click the Add to Infusionsoft button

    Locate 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.

    1. Click the Locate in Infusionsoft button
    2. Search for the contact record in Infusionsoft
    3. Either replace the Infusionsoft email with the new one or add it to a secondary email address field.