Infusionsoft
Displays customer, order, and subscription details from Infusionsoft
Infusionsoft for Zendesk Support provides your Support team with a holistic view of your customers and their support issues.
Features available in Zendesk Support:
- Search and view Infusionsoft contacts
- Access unified customer information and pull relevant Infusionsoft data
- Use an embedded sidebar app to view a customer’s previous order history, tags, and contact information
- Apply Infusionsoft tags directly to a contact record
By enabling this app, You agree to the Built by Zendesk Terms of Use.
- Configure the app settings:
- Title: Name for the application.
- Infusionsoft App Name: Your Infusionsoft app name. If your Infusionsoft app name is test.infusionsoft.com, then enter only test.
- API Token: Your Infusionsoft API token. You can find this in the Infusionsoft Admin settings section.
- Click Install and you're done!
Now, when you navigate to a ticket page, expand the apps tray by clicking on the Apps button in the upper right and you should see your information from Infusionsoft displayed in the Zendesk Support app!
App Details
