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infusionsoft

Infusionsoft

What is Infusionsoft?

Infusionsoft brings three main functional areas – CRM, E-commerce and Marketing in one centralized system. This CRM covers almost every aspect of the business: from targeting and capturing the leads to closing the deals. The biggest advantage is the solution integrates seamlessly with leading third-party software applications. InfusionSoft Live Chat Integration helps you to manage your entire sales cycle process from your CRM account.

Benefits of REVE Chat Integration with Infusionsoft

  • Make you more interactive with your customers and helps you to resolve customer queries by providing instant support.
  • Effortless and immediate response improve customer loyalty.
  • Automatically reduce workforce costs and also cut response time.

To Integrate REVE Chat with Infusionsoft Please Follow the Below Steps

  1. Login into REVE chat.
  2. Go to Integrations > Plugins

infusionsoft-live-chat-integration-step-2

 

  1. Click plugins.

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  1. Find Infusionsoft from available plugin list.
  2. Click on the Integrate button.

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  1. A modal form will open. There you will be asked to provide your Infusionsoft app url which is like https://zj420.infusionsoft.com and Encrypted Key which are inside of your Infusionsoft panel.

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  1. Log in to your Infusionsoft account. Infusionsoft address can be found in the URL of Infusionsoft panel.

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  1. To get your Encrypted Key, click on Infusionsoft logo in the upper left corner of the panel and choose Settings under Admin section.

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  1. Next, choose Application in the menu on the left.

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  1. Scroll down the page and copy your Encrypted Key from API section.

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  1. Copy those credentials to the integration section in the REVE Chat panel.

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  1. Click on Save to finalize.

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