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
– Press Allow
– Infusionsoft is now fully activated
Opportunity value mapping
Configure the total that is added to the deal by selecting a total type in the “Configure expected value mapping” field.
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
4. Save the page
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)
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.