In this video, you will learn how to install WP Fusion and set up a direct connection to your Infusionsoft account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the ‘Select Your CRM’ list choose ‘Infusionsoft’
Next, we will need to locate two pieces of information to initiate the connection. The ‘Application Name’ and the ‘API Key’.
To find the ‘Application Name’ login to your Infusionsoft account and look at the URL in your browsers address bar.
The first part, immediately after https and prior to ‘infusionsoft’ is your app name.
Next, we need to locate our Infusionsoft API key.
The API Key can be found in your account by clicking on the profile icon and choosing ‘API Settings’.
This will open the API settings page. On this page, you can find the API key under the “Legacy API key” heading.
Copy the key and return to WP Fusion and paste it into the API key box.
Finally, click on ‘Connect’.
WP Fusion will now establish a connection to Infusionsoft and import your tags and custom fields.
To finalize the process click on ‘Save Changes’.