Integrate Infusionsoft with Freshcaller to view relevant details about customers inside Freshcaller.
Free
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Install
OverviewReviewsHow to install?Privacy & SecurityNew
This integration allows teams to easily access contacts, companies, opportunities, orders, and tags with information from Infusionsoft CRM within Freshcaller through this app.
Once installed agents can perform the following tasks without leaving Freshcaller:
* Access Infusionsoft CRM contacts, companies, opportunities, orders and tags
* View opportunities associated with a contact
* View tags associated with a contact
No reviews available for this app.
1. After clicking on the Install button, you will be redirected to the Infusionsoft page where you will be needed to authenticate yourself with your Infusionsoft account
2. Once you are successfully authenticated, you will be redirected back to Freshcaller
3. In the Settings page, you will need to enter Infusionsoft subdomain and select Contact and Company fields which are shown in the app widget
4. Once that's done, click the Install button to finish the installation
You are now good to go!
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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Version History
This is the first version. Release notes not yet available.
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