How to integrate Infusionsoft with Magento 2 via Zapier

Integrating Infusionsoft with Magento 2 store is something that business owners should do to help their business grow as many potential customers as much as possible. Because customers are the ones who will generate revenues for your business. We will show you how to integrate Infusionsoft with Magento 2 in just a few simple steps.

First of all, let’s learn a bit about Infusionsoft software.

Infusionsoft is a powerful marketing tool that lets you connect with customers through email, social media and any more in order to create good relationships with your customers as well as attract potential customers. In addition, this great solution will help you understand your customers better. This is also the reason why customers return to your store.

Thanks to Infusionsoft, you can manage your contact easily, CRM, marketing automation and e-commerce effectively. This is a simple way to help you increase sales as well as to save time on solving basic business problems.

Detailed Instructions on Magento Infusionsoft Integration

To integrate Infusionsoft

• Step 1: Sign up the Zapier account
• Step 2: Sign up the Infusionsoft account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate Infusionsoft for your Magento 2 store via Zapier

Step 1: Sign up the Zapier account

• Signup Zapier here

Step 2: Sign up the Infusionsoft account

• Signup Infusionsoft here

After logging into Zapier, choose Create Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate Infusionsoft

• In Choose an Action App field, choose Infusionsoft and click on Continue.

• Then, you need to choose one of the options in the drop-down in the Select Infusionsoft Action field and click on continue.

• Next, you have to Select Infusionsoft account. Please click on Connect an Account and your screen will display as an image below:

• Then, choose Allow box so that Zapier can access your Infusionsoft application. Now, you have just connected an Infusionsoft account.

• Next, you have to Set up Infusionsoft contact. Now, please enter all requests as well as the information of customers such as Email, First Name and Last Name that you have created from your Magento 2 store, then choose continue box.

• After completing those steps, you have just tested Infusionsoft successfully. Finally, select Finish and set the name your zap to complete.

• From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, you have just integrated Infusionsoft with Magento 2. The result of the integration will be shown in the Contact field of your Infusionsoft account as an image below:

• Try it with your Magento 2 store now!

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In conclusion

Integrating Infusionsoft with Magento 2 via Zapier opens up many opportunities for e-commerce businesses, from automating marketing campaigns to improving customer engagement and sales. By following the step-by-step process in this How to integrate Infusionsoft with Magento 2 via Zapier guide and making use of the Zapier benefits, you can create seamless connections between these two platforms and take your e-commerce operations to new heights.