Infusionsoft Sync for Gmail helps you boost productivity and save time by seamlessly integrating your Gmail email account with your Infusionsoft account. By extending the CRM and contact management functionality of Infusionsoft to your email, you can keep all your sales efforts in sync. You can centralize communications and trigger follow-up actions automatically.
Sync for Gmail is only available as a browser extension for Chrome and Firefox.
- Click here to access the marketplace.
- Click the Get the App button. You will be redirected to the installation page based on your browser.
- Follow the on-screen instructions to install the plugin.
- When the installation is finished, sign in in to Gmail. A pop-up window will open. Enter your Infusionsoft ID and password.
Google may prevent Sync from accessing your Gmail account! Follow the steps outlined below if Gmail detects "suspicious activity" on your account
- Close the light box pop-up
- Click the Was it you? link in the warning header.
- Click Yes on the Susupicious activity in your accout message.
- Click the Yes-Continue button.
- Click Continue once more.
- Read the Next step message.
- You will also receive an email from Google alerting you of the "suspicious sign-in."