If you're using InfusionSoft to keep your leads organized, you can now add 40Nuggets to the fun - it only takes a minute to send captured lead data directly to your InfusionSoft account:
- Navigate to the My Account page by clicking your profile name in the upper right hand corner.
- Choose Integrations from the menu on the left. This will open the list of integrations we currently support.
- Choose InfusionSoft, then click Connect your Infusionsoft account. This will redirect you to the InfusionSoft Login page.
- Log in to your InfusionSoft account. When you enter, you will be prompted for permission to allow 40Nuggets to interact with your account. Click Allow.
You are now connected with InfusionSoft. Different Nuggets can be configured to send leads to different softwares, so you will need to choose which Nuggtes you want to integrate with InfusionSoft.
To choose which Nuggets you would like to pass data along to InfusionSoft:
- Create a new Nugget or edit an existing one.
- Proceed to the Configure step.
- Choose Integrations from the menu on the left.
- From the drop-down menu of integrations, select InfusionSoft.
- Save your Nugget.
When a site visitor converts on your Nugget, their information will automatically be added to your InfusionSoft contacts. You can track the lead source of each new contact in the Tags tab of the contact. In the Leadsource field, you'll see that the contact was added via 40Nuggets and in parentheses, you'll see the name you gave to the Campaign where the visitor converted. You can keep that information, or you may choose to edit the leadsource tag by clicking the edit icon in the corner.
That's it - now sit back and watch the leads roll in!