Infusionsoft

Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.

infusionsoft.com

crm e-commerce email-marketing tier-2

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Contacts

ID

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First Name

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Middle Name

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Last Name

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Email

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Contact Notes

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Person Type

—

Email Address2

—

Email Address3

—

Address1 Type

—

Address2 Street1

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Address2 Street2

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Address2 Type

—

Address3 Street1

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Address3 Street2

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Address3 Type

—

Anniversary

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Assistant Name

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Assistant Phone

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Billing Information

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Birthday

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City

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City2

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City3

—

Company

—

Country

—

Country2

—

Country3

—

Fax1

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Fax1 Type

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Fax2

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Fax2 Type

—

Groups

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Job Title

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Created At

—

Updated At

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Created By

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Updated By

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Lead Source

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Leadsource

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Nickname

—

Owner

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Password

—

Phone1

—

Phone1 Ext

—

Phone1 Type

—

Phone2

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Phone2 Ext

—

Phone2 Type

—

Phone3

—

Phone3 Ext

—

Phone3 Type

—

Phone4

—

Phone4 Ext

—

Phone4 Type

—

Phone5

—

Phone5 Ext

—

Phone5 Type

—

Postal Code

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Postal Code2

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Postal Code3

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Referral Code

—

Spouse Name

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State

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State2

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State3

—

Street Address1

—

Street Address2

—

Suffix

—

Title

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Username

—

Validated

—

Website

—

Zip Four1

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Zip Four2

—

Zip Four3

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Contact Created

Triggers when a Contact is created in the selected account.
Contact Updated

Triggers when a Contact is updated in the selected account.
Create a Contact

Creates a new Contact.
Create or Update Contact

Creates a new Contact or updates information on one if it already exists.
Update a Contact

Updates the selected Contact.
Delete a Contact

Deletes the selected Contact.
Fetch a Linked Contact

Fetches a linked contact.
Search Contacts

Searches for Contacts in the selected and returns a list.

Opportunities

ID

—

Opportunity Title

—

Opportunity Notes

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Affiliate

—

Contact

—

Stage

—

User

—

Estimated Close Date

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Leadsource

—

Next Action Date

—

Next Action Notes

—

Objection

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Projected Revenue High

—

Projected Revenue Low

—

Created At

—

Updated At

—

Created By

—

Updated By

—
Opportunity Created

Triggers when a new Opportunity is created in the selected account.
Opportunity Updated

Triggers when an Opportunity is updated in the selected account.
Create an Opportunity

Creates a new Opportunity.
Update an Opportunity

Updates the selected Opportunity.
Delete an Opportunity

Deletes the selected Opportunity.
Fetch a Linked Opportunity

Fetches a linked opportunity.
Search Opportunities

Searches for Opportunities in the selected account and returns a list.

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Infusionsoft

Contacts

Contact Created

Contact Updated

Create a Contact

Create or Update Contact

Update a Contact

Delete a Contact

Fetch a Linked Contact

Search Contacts

Opportunities

Opportunity Created

Opportunity Updated

Create an Opportunity

Update an Opportunity

Delete an Opportunity

Fetch a Linked Opportunity

Search Opportunities

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