Infusionsoft Integration - User Guide - English

Install Infusionsoft extension

• Download and unzip the extensio infusionsoft_1_5_16.zip
• Open Google 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 unzipped extension
• Allow the extension to connect to WIService
  
   
  
  
• The extension is installed
  
   
  

Set up the Integration

Activate the integration for your domain

• Click on Integration icon in Google Chrome extension bar
• Click Add new integration 

• Select your domain and click Allow 

• Once a domain is chosen, you should see it by clicking again on the icon in extensions bar

Make a Call

Making a Call Using Click-to-Dial

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

1. Click the call button near the phone number. The number is automatically dialed in the softphone (Collaboration application).
   • A number that has already been clicked cannot be clicked again for two seconds.
   • The  button does not appear next to fax numbers.
2. Pop-up shows contact info: name and phone number. You'll receive a notification about an outgoing call in the top-right corner. You can pause and hang up your call from it.

Making a Call Using Dialpad

Slide your mouse pointer in the down-left corner of a page. It will show you a blue phone button. Click on it to use dialpad.

Answer a Call

Receiving a Call from an existing contact 

You can tell that you have an incoming call if you see a flashing red button near your tab name on the browser. It also plays the ringtone. You should also receive a notification in the top-right corner if you are on the Infusionsoft page. 

Details about the call, if any, are displayed just above the Answer button, and typically include the phone number of the caller and the number that the caller dialed to reach you. When the caller's phone number can be matched with a number in an existing Infusionsoft record, you can click on the callers name and open ones profile. For existing contact, you can also add notes by clicking on a green button on the right part of the notification. The "Notes" pop-up should include title and may include a description.

Google Chrome notification

You might want to be in touch from any page, even with the closed Infusionsoft. From version 1.5.15, it is possible via Chrome notifications. While Chrome opened and you granted permissions you will receive a notification with caller name and options to Answer or Reject an incoming call. The Answer option will open a contact record if it is an existing contact or creates the new record if contact didn't present in the contacts list.

Receiving a Call from a new contact

If you receive a call from a new number, which can not be found in the contact list, you can see slightly different notification. It will go with a button of a plus on a blue background.

Click on a plus button redirects you on the Manage Contact page which automatically creates a contact. The name and phone number fills from the Collaboration.