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Info

This guide will lead you through the process of Infusionsoft integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements: 

Created: July 2019

Permalink: https://wildix.atlassian.net/wiki/x/JgjOAQ


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titleFeatures

  • Click-to-call working on "Contacts" and "Tickets" pages

  • Dialpad
  • Incoming call notification call notification (from website and browser)

  • Outgoing call notification call notification (from website and browser)

  • Auto-detect existing contact and redirect to its page
  • Creating a new contact from notification (from website and browser)


Table of Contents
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Link to the application

Install the extension from the Chrome Web Store.

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Install the extension

  • Download and unzip the extension Infusionsoft integration.zip
  • Open Chrome browser -> at the top right, click More (three dots) -> More tools -> Extensions or click on Puzzle icon at the top right -> Manage Extensions
  • Enable Developer Mode by clicking the toggle switch next to Developer mode
  • Click Load unpacked and upload the unziped extension
  • Allow the extension to connect to WIService 
  • The extension is installed

     Image Added

Set up the Integration

Activate integration for your domain

  • Click on integration icon on Google Chrome extension barImage Modified
  • Press on Add new integration button

  • In this pop-up Select your domain and click Allow button
  • Once a domain is chosen, you should see it if you by clicking again on the icon in extensions bar

Image Modified


Make a Call

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You can not call contacts without a phone number. The application recognizes all Phone fields on the contact info. Locate the number that you want to dial in the "Сontacts" page or from a contact card.

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