Note that this is not compatible with Outlook for Mac
Important! We strongly 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.
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
- Before beginning the installation process, be sure to close Microsoft Outlook.
- Click here to access Infusionsoft Sync for Outlook in the marketplace.
- Click the Get the App button at the bottom of that page.
- Follow the instructions on the page to download the Outlook Plugin.
- Run the application to install the plugin to your computer
- Once the installation is complete, Open Outlook to begin using the Infusionsoft Sync sidebar