Easily create contact, company, Order in Infusionsoft when an order is placed via WooCommerce. Learn more at crmperks.com
Infusionsoft WooCommerce Plugin Setup
- Go to WooCommerce -> Settings -> Infusionsoft tab then add new account.
- Go to WooCommerce -> Infusionsoft Feeds tab then create new feed.
- Map required Infusionsoft fields to WooCommerce Order fields.
- Send your test entry to Infusionsoft.
- Go to WooCommerce -> Infusionsoft Logs and verify, if entry was sent to Infusionsoft.
Connect Infusionsoft Account
Connect Infusionsoft Account to WooCommerce by simply oauth 2.0 authentication. Also you can connect multiple Infusionsoft accounts.
Simply Select Infusionsoft Object then map WooCommerce Order fields to Infusionsoft Object(Contact, Comapny etc) fields.
Choose event, when WooCommerce Order data should be sent to Infusionsoft. For example , send WooCommerce Order to Infusionsoft on Order Completion.
Plugin saves detailed log of each WooCommerce Order whether sent (or not sent) to Infusionsoft and easily resend an Order to Infusionsoft.
Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in infusionsoft CRM, you can update old object by setting Primary Key field.
If there is an error while sending data to Infusionsoft, an email containing the error details will be sent to the specified email address.
By default all Woocommerce orders are sent to Infusionsoft, but you can apply filters & setup rules to limit the orders sent to Infusionsoft. For example sending Orders from specific city to Infusionsoft.
An Contact created/updated by one feed can be assigned to Company created/updated by other feed.
Send Data As Notes
Send one to many WooCommerce Order fields data as Contact Note in infusionsoft CRM.
Following features are available in Premium version only.Upgrade to Infusionsoft WooCommerce Plugin Pro
- Send WooCommerce Orders to Infusionsoft Orders.
- Infusionsoft Custom fields.
- Assign Tags to Contacts based on different conditions.
- Infusionsoft Phone Number fields.
- Assign Lead Source to Contact in Infusionsoft.
- Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
- Lookup lead’s email and phone number using popular email and phone lookup services.
We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons
Want to send data to other crm
We have Premium Extensions for 20+ CRMs.View All CRM Extensions
Our free Infusionsoft Plugins
Connect Infusionsoft Account.
Map Infusionsoft Fields to WooCommerce Order fields.
Send WooCommerce Order to Infusionsoft.
Get Customer’s email infomation from Full Contact(Premium feature).
Get Customer’s geolocation, browser and OS (Premium feature).