This integration connects your Setmore account to your Infusionsoft account. Once enabled, any new customer contacts created in Setmore will be automatically exported to your Infusionsoft account. Whether you add a new customer manually through your Setmore dashboard, or whether customers add themselves through your Booking Page, their contact information will automatically carry over.
Please note that this integration is one-way only; Setmore contacts will export to Infusionsoft, but Infusionsoft contacts will not import into Setmore.
Connecting Setmore to Infusionsoft
1. Navigate to Apps & Integrations, then scroll down and click on the Infusionsoft integration card.
2. In the Infusionsoft details window, click the "Activate" button.
3. Enter your Infusionsoft login credentials to continue.
4. In the following window, click "Allow" to authorize access for your Setmore account. The integration is now complete.
5. Click the Settings tab to view the tags that will be exported with the customer details from Setmore to Infusionsoft. To remove a tag, click to uncheck it.