Infusionsoft connector icon

Infusionsoft Integrations

Use Infusionsoft to automate your small business sales and marketing, while combining your CRM, email marketing, lead capture and e-commerce in one place.

01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our Infusionsoft connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Infusionsoft, so you can provide in-app Infusionsoft integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Infusionsoft Integrations

Quickly create integrations between your SaaS application and Infusionsoft with Cyclr's low code integration builder. Publish your Infusionsoft integration into your application using Cyclr's white label embedded integration marketplace.

CRMs

  • Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
  • Automate tasks for your sales team to keep deals moving.
  • Automatically fill in company data on your deals using external data.

ORCHESTRATION

How Infusionsoft works with Cyclr

Cyclr sits between your SaaS product and Infusionsoft to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Infusionsoft

    Infusionsoft processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Infusionsoft methods you can orchestrate through Cyclr.

Contacts5

Delete Contact

Action

Deletes the specified contact.

Get Contact

Action

Retrieves the details of the specified contact.

List Contacts

Action

Lists all contacts, optionally filtered by email, first name or last name.

List Updated Contacts

Action

Lists contacts updated since the last run, optionally filtered by email, first name or last name.

Upsert Contact

Action

A duplicate check will be performed. If a matching email address is found, the existing contact will be updated. If no match is found, a new contact will be created.

Appointments2

List New Appointments

Action

Retrieves appointments for the authenticated user since the last run.

List Appointments

Action

Retrieves appointments for the authenticated user.

Tags3

Add Tag To Contacts

Action

Apply a tag to a list of contacts.

Remove Tag From Contact

Action

Remove a tag from a Contact.

List Tags

Action

Retrieve a list of tags defined in the application.

Accounts1

Get Account Profile

Action

Retrieves the details of the account profile.

TECHNICAL DETAILS

Infusionsoft integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Infusionsoft integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.