Follow

Integrating with Infusionsoft


Connecting to Infusionsoft in Sumo is quick and easy. Just follow the quick start guide below!

Infusionsoft integration details

Details required to connect: Your Infusionsoft email/password

Key integration features:

    • Tag Assignment: Assign a Tag in Infusionsoft for your new SumoMe subscribers
Back to top

Connecting to Infusionsoft in Sumo

  1. Log into Sumo!
  2. Click on the Integrations app in the Sumo app dashboard
  3. Click on the Infusionsoft integration
  4. Click "Connect"
  5. A window will pop up asking for your Infusionsoft email/password
  6. After entering your Infusionsoft details, click "Allow"
  7. Select a Tag to assign to your new Sumo subscribers
  8. Click "Save"!
Back to top

Setting up extra fields in Infusionsoft

Sumo offers the ability to set up multiple fields in your opt-in forms. This include standard fields such as First Name, Last Name and Phone Number. You can also set up completely Custom Fields or Hidden Fields!

Check out our guide on Fields HERE.

In order to make sure that any extra fields you've set up will correctly pass into Infusionsoft, check out our guide HERE.

Back to top

Choosing separate lists per-popup

In Sumo, you can choose to push different Campaigns/Popups to different lists in Infusionsoft.

Check out our guide to setting up campaign-level integrations!

Back to top
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.