Infusionsoft CRM

This integration allows teams to easily access contacts, companies, opportunities, orders and tags with information from Infusionsoft CRM within Freshdesk through the Infusionsoft CRM app.

Once installed, agents can perform the following tasks without leaving Freshdesk:

1. Access Infusionsoft CRM contacts, companies, opportunities, orders and tags
2. Create new contact from a ticket, if they’re not in Infusionsoft
3. Create new opportunity from a ticket
4. View opportunities associated with a contact
5. View customer's order history associated with a contact
6. View tags associated with a contact
7. Apply the available Infusionsoft tags to the contact

Improve customer relationships by providing your agents with relevant details and activities about customers from Infusionsoft inside Freshdesk