Install Infusionsoft Sync For Outlook

Introduction

Infusionsoft Sync for Outlook® helps you save time by seamlessly integrating your Outlook email account with your Infusionsoft application. With Infusionsoft Sync for Outlook®, you can access customer information, centralize contact activities, trigger follow-up actions and campaigns automatically. Infusionsoft Sync for Outlook® is only available for Windows computers.

With the plugin, you will be able to do the following from Outlook:

  • View contact information stored in Infusionsoft
  • Add a new person to Infusionsoft
  • Apply or Remove Tags from an Infusionsoft contact record
  • Start or Stop a Follow-Up Sequence for an Infusionsoft contact
  • Record email communications to Infusionsoft
  • Schedule Tasks and Appointments in Infusionsoft

 

Step-by-Step Instructions

  1. Before begining the installation process, be sure to close Microsoft Outlook.

     
  2. Click here to access Infusionsoft Sync for Outlook the marketplace.

     

  3. Click the Get the App button. You will be redirected to the installation page.

     

  4. Follow the instructions on the page to download and install the Outlook Plugin.