Add a note to a contact in Infusionsoft Sync for Outlook

Tags: Outlook Sync

Important! The Infusionsoft Sync for Outlook plugin has been discontinued, is no longer supported, nor is it available for download from the Infusionsoft Marketplace as of August 7, 2020. We recommend using the new Email Sync tool that is built-in to Infusionsoft and automatically syncs either an Outlook or Gmail account with your Infusionsoft application. If you still need the original installer file, you can access it here.

  1. Click + (plus) to the right of All Notes & Completed Items to create a new note.

  2. Fill in the fields.

  3. Select the Action Type.
     
  4. Click the Add to Infusionsoft button.
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