InfusionSoft Connector - Technical Overview

Versions Supported

To confirm that your InfusionSoft plan includes API access get in touch with your InfusionSoft sales representative

Authentication Requirements

OAuth is used to authenticate the InfusionSoft connector in Formstack Sync. You can learn more about how to install the InfusionSoft connector in your Formstack Sync Portal here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Formstack Sync so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team.

 

Object Permissions Custom Field Support Dedupe Key
Contact Read / Update / Create Yes

Email

Company Read / Update / Create Yes

Company Name

Opportunity Read / Update / Create Yes

Estimated Close Date  Name  Contact Relationship

Task Read / Update / Create No

Occurred At TitleContact Relationship

Note Read / Update / Create No

Occurred At TitleContact Relationship

Appointment Read / Update / Create   No

Occurred At TitleContact Relationship

API Version and Limits

The Formstack Sync InfusionSoft Connector is currently using v1 of the InfusionSoft API. All InfusionSoft applications are limited to a total of 125,000 api calls per day (25 calls per second max). More on this can be found on InfusionSoft's developer site here.

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Formstack Sync sales representative to ensure we can meet your needs.

  • If you are planning to bring opportunities into InfusionSoft your connected system must also have the ability to attach opportunities to contacts.
  • The label for the field "Description" on InfusionSoft activities in the API is labelled "Creation Notes".
  • Tags are mappable as a Multi-Select field and are Read-Only. This means you can push Tags from Infusionsoft to another Connector but you cannot create Tags from another Connector into Infusionsoft. 

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.