- Select the email in your Outlook inbox. If an email address doesn't exist for the person in Infusionsoft, you can click the Add to Infusionsoft button.
- Fill out the contact details of this person
- Click the Add to Infusionsoft button
Locate in Infusionsoft. If the contact record exists in Infusionsoft under a different email, you can click the Locate in Infusionsoft button and either replace the email in Infusionsoft or add the email to a secondary email address field.
- Click the Locate in Infusionsoft button
- Search for the contact record in Infusionsoft
- Either replace the Infusionsoft email with the new one or add it to a secondary email address field.