Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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How Do I Import Leads to Infusionsoft?

BoldLeads has an API integration with Infusionsoft!

Here's how to import your Leads into Infusionsoft.

Infusionsoft Instructions

Access your Infusionsoft Account and grab your Subdomain Application ID and API Key (the Tag ID is optional.)

STEP 1:  Login to your Infusionsoft Account.

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STEP 2:  Click on your Admin Settings in the main navigation.

InfusionsoftSettings.png

STEP 3:  Click on Application in the left-hand navigation.

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STEP 4:  Scroll down to the API section and create your API Passphrase.  This will generate your API Key.

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STEP 5:  Copy your API Key.

BoldLeads Instructions

Once you've got the information from Infusionsoft, follow the instructions below to add the information to your BoldLeads Account.

STEP 1:  Navigate to the Settings Tab.

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STEP 2:  Click Connect Your CRM on the left-hand side of the page.

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STEP 3:  Type in your Infusionsoft Application ID.

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STEP 4:  Paste in your Infusionsoft API Key.

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STEP 5:  Optional - Add a Tag ID if desired.

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STEP 6:  Select either "Transfer all Current and New Leads" or "Transfer New Leads Only."

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STEP 7:  Locate the button labeled "Send Partial Leads to your CRM" at the bottom of the page and select YES or NO.

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STEP 8:  Click Save Settings at the bottom of the page.

SaveSettings.png

What happens next? 

Boldleads will now send your Leads to your Infusionsoft CRM.

Once a Lead has been transferred from BoldLeads to Infusionsoft, a note is added to the Lead's Timeline under the Lead Profile View.

Added2Infusionsoft.png

IMPORTANT!  There is typically a delay when the Lead information over to Infusionsoft. However, this process could take longer based on external factors outside of our network.

 

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