Outlook Plugin

Manage communication with your contacts with Outlook

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Outlook Sync Features
Important!  The Infusionsoft Sync for Outlook plugin has been discontinued and is no longer available for download as of August 7, 2020. We recommend using the new Email Sync tool that is built-in to Infusionsoft and automatically syncs eit...
 Install Infusionsoft Sync for Outlook
  With this 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 ...
Add a contact to a sequence using Infusionsoft Sync for Outlook
Click the Start a sequence link or the + symbol in the Follow-up Sequences section. Select the Follow-up Sequence from the drop-down.   Click the Start Sequence button. ...
Tag a contact in Infusionsoft Sync for Outlook
Click the Add a tag link or the plus (+) symbol in the Tags  section. Select the tag category.   Check the tags you would like to apply.   Click the Add to Infusionsoft button. ...
Synchronize tasks and appointments between Infusionsoft and Outlook
Please note the following: Syncing is turned off by default Recurring tasks and appointments will sync, but the "recurrence information" will not sync. Instead of being linked in a recurring set, each task and appointment will look se...
Attach a file to a contact in Infusionsoft Sync for Outlook
File Size Limits: Each file is limited to 10MB each. Click the Add files link or the + (plus) symbol on the Filebox  section.   Click the folder icon to select a file to upload. You can add another file, by clicking the folder agai...
Manage preferences In Infusionsoft Sync for Outlook
Click the gear icon to access your settings. Login This section allows you access to your sign in information. You can also customize proxy settings if your network requires it. Dates Use this to change the date format to the one used by y...
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 Infus...
Add a task or appointment in Infusionsoft Sync for Outlook
Click the Add a task link under the Your Pending Tasks & Appointments section. Choose either a task or appointment and populate the fields. Click Add to Infusionsoft ...
Add a note to a contact in Infusionsoft Sync for Outlook
Click + (plus) to the right of All Notes & Completed Items to create a new note. Fill in the fields. Select the Action Type.   Click the Add to Infusionsoft  button. ...
Infusionsoft Sync for Outlook Installer Help Page
Click Here to install Microsoft .NET Framework 4.7 from the Microsoft website. Once .NET framework 4.7 has been installed, run the Infusionsoft Sync for Outlook Installer. If the following error message persists (shown below), contact cus...
Record an email in Infusionsoft Using the Outlook Plugin
The Infusionsoft Outlook Sync allows you to record emails from Outlook into your Infusionsoft app. You can do this while browsing through your emails in Outlook or when sending an email from Outlook. To record an email into Infusionsoft while b...
Uninstall Sync for Outlook
Uninstall Steps Close Outlook Note! Do  not open Outlook again until the END of this guide. Click on the start menu and type Uninstall Find and click on Uninstall a program Double-click on Infusionsoft fo...