The CRM Application sections allows you to configure which CRM you would like the Contact Record feature to work with.

NOTE: Currently only the Infusionsoft is supported.


CRM Application

Select “Infusionsoft” to enable the feature.

NOTE: In the future “ActiveCampaign” will appear in the dropdown.



Make sure the Application Name and API Key is setup.  Instructions are provided in the Options.

Application Name – The name of your Infusionsoft Application.

API Key – The API Encrypted Key for your Infusionsoft Application.