Infusionsoft CRM

Features Infusionsoft CRM
Use Infusionsoft to keep track of customers that request a quote from your Magento webshop via the Magento Quotation Manager (Cart2Quote). Use this Add-on to synchronize Quote Request from your Magento with stage in your Infusionsoft account.

Add Magento Customers to Infusionsoft

Customers requesting a quote via your Magento store will be added as a contact in Infusionsoft.
Sync Magento Quote Requests with Infusionsoft

Magento Quotation Requests will be synced automatically with Infusionsoft by adding or updating an opportunity.
Create Magento Quotation Tracks

Create a dedicated Infusionsoft track for Quote Requests via Magento and link Statuses to Probabilities and Milestones.
Mapping of Magento Sales representatives

Infusionsoft will sync the sales rep assigned to the Magento Quote with the mapped Infusionsoft User.