Install Infusionsoft Sync For Outlook

Introduction

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 at the bottom of that page.

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

     

  5. Run the application to install the plugin to your computer

     

  6. Once the installation is complete, Open Outlook to begin using the Infusionsoft Sync sidebar