The integration works to automatically add webinar registrants to your Infusionsoft mailing list. Do this if you want to continue communicating with registrants via Infusionsoft after your webinar or simply collect their email address for future use.
Note: You can set up a default setting for all webinars, or set up a certain webinar with a different tag. See To set up the integration for one webinar below.
To set up a default setting:
Follow the steps below to set up the integration for the first time or as default for all of your upcoming webinars.
Step 1: Click Integrations from the left menu.
Step 2: Go to 3rd Party Apps.
Step 3: Click Connect under Infusionsoft.
Step 4: Enter your Email Address and Password to log in then click Allow on the next page.
Step 5: You will get a message that the connection was successful. Infusionsoft will now appear Connected.
Step 6: Select an existing tag from the list where you want webinar registrants to be added to then click Update. You can select more than one tag.
Once done, the integration will appear Active.
You're all set! Your webinar registrants will now be synced with Infusionsoft. The integration that you set up will become the default for all of your upcoming webinars.
Note: You can change tags anytime by going back to Integrations > 3rd-Party Apps, then clicking the gear icon under the connected CRM. You can also disconnect the integration from here by clicking the power icon.
To set up the integration for one webinar:
If you want one or each of your webinars to be synced with a different tag or a different CRM, follow the steps below.
Step 1: Click My Webinars from the left menu.
Step 2: Click Options to the right of the webinar you want to change integration settings for then click Email Integrations.
Step 3: Choose from one of the CRMs currently connected to your account. If the integration is not connected or activated, it will not appear here.
Step 4: You can now choose another tag to which you want to add registrants from this particular webinar then click Update.
Note: Only those who signed up after the integration is activated will get added- not existing registrants. To add existing registrants, export the list as .csv then import the file to Infusionsoft.