Freshworks Marketplace

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Infusionsoft CRM

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Integrate Infusionsoft with Freshcaller to view relevant details about customers inside Freshcaller.
Published by spritle(about over 1 year ago)
Free
Version History
Version 1.0
Supported for
freshcaller iconFreshcaller Classic
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
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
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
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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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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This is the first version. Release notes not yet available.
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