Articles
Install Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Infusionsoft Sync for Gmail helps you boost productivity and save time by seamlessly integrating...
Manage Tasks And Appointments In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Select the person you want to add a task or appointment for. Click the Add a task link und...
Add A Note To A Contact In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Click the Add note link under the Notes & Completed Tasks header Add the note details an...
Add An Opportunity With Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Click the Add Opportunity under the Opportunities header. Fill out the opportunity informa...
Add Contacts To A Sequence In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Legacy Warning: Follow-up Sequences have been replaced with the automation available in the Ca...
Add A Tag In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Click the Add Tag link under the Tags header. Choose the Tag category and check the Tag(...
Synchronize Gmail Emails And Appointments With Infusionsoft
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Infusionsoft Sync for Gmail allows you to sync sent or received emails with contact records in I...
Add Contacts In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Click on an email to pull up the associated Infusionsoft contact record in the sidebar. The inf...
Trouble Signing In To Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Be sure you are using your Infusionsoft ID to sign into Infusionsoft Sync for Gmail. If yo...
Manage Preferences In Infusionsoft Sync For Gmail
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. You can use the buttons at the top to hide the panel, pause the automatic loading of contacts, a...
Infusionsoft Sidebar
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. The power of Infusionsoft, right where you already work. Access your Infusionsoft CRM records, a...
Enable Email Gmail Sync
Gmail Sync is no longer available. Please use the Email Sync tool that automatically syncs Gmail and Microsoft accounts to your Infusionsoft app. Log into Gmail Sync Sidebar Go to the Gmail Sync gear icon and click "My Settings". ...