Magento Infusionsoft CRM Integration

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Instructions

Installation Instructions

Infusionsoft Configuration:

To use the Infusionsoft configuration, you first need to authorize the Cart2Quote Infusionsoft API with your Infusionsoft CRM

To authorize Cart2Quote, please go to your Magento Backend:

Located: System > Configuration > Cart2Quote > Infusionsoft API Configuration > Infusionsoft Authorization

– Press Infusionsoft verification

activate Infusionsoft

–¬†Press Allow

Allow Infusionsoft

– Infusionsoft is now fully activated

Activated HubSpot API

Opportunity Configuration:

 

Opportunity value mapping
Configure the total that is added to the deal by selecting a total type in the “Configure expected value mapping” field.

Value mapping

Configure Status mapping:

2. Configure mapping of the quote status and the stages

Go to: System > Configuration > Cart2Quote > Infusionsoft API Configuration > Status Mapping

3. Configure the Pipeline stages for each quote status

Pipeline mapping

4. Save the page

Triggers:

1. Magento Customer
The customer is created only when a customer does not exist in Infusionsoft.
This will be checked on each quote save (create quote, change status or update prices)

2. Opportunity
The opportunity will be created when a quote saves (create quote, change status or update prices)
The quote will be mapped to opportunity with a unique ID, each quote saves the opportunity will be updated.

 

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