Infusionsoft integration offers a great channel for gaining contacts in your CRM. Connecting accounts is incredibly easy, all you need to do is follow these steps.

Create a new Lead Source

In order to connect your accounts, you must first create a new lead source in Infusionsoft, to do so visit:

For demonstration purposes, we will be using "Mobiniti" as our lead source.

Linking Accounts

The next thing we are going to want to do is link your Infusionsoft account with Mobiniti.

Step 1: Go to your Account Settings and scroll down till you find the Integrations section.

Step 2: Add a new integration by picking the service you would like to authorize and entering your credentials.

Step 2:  Create a group for users to text in to join your mailing list. See the full guide on Creating Groups for more information.

Steps 3-4:  Select the Infusionsoft integration from the dropdown list in the Advanced Features section on Groups. Then select the Leas Source you would like to use.

Step 5:  Finalize your group settings and click the "Create Group >" button.

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