If you're FuseDesk app is connected to Infusionsoft as your CRM, you have the option of logging into FuseDesk using your InfusionsoftID and Infusionsoft password. This let's you log into FuseDesk using the same username and password as your Infusionsoft account. If you're not be able to login it may be because: No Infusionsoft App? If [...]
If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, [...]
Infusionsoft by Keap users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Infusionsoft by Keap during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Infusionsoft by Keap after Onboarding If you have already completed your [...]
FuseDesk logins that authenticate with your CRM are handled completely by your CRM. When your password expires in your CRM, you'll need to reset it directly in your CRM. Currently this is supported with Infusionsoft by Keap. FuseDesk reps that authenticate directly to FuseDesk need to create a new password every 90 days. This follows [...]
You can create cases in FuseDesk directly from within Infusionsoft's Campaign Builder. To do so you will first need to create an API key in FuseDesk. You can create your API key following these steps: In FuseDesk, go to Settings -> API Keys. Click + New Key. In the window that will open give [...]
FuseDesk reps can optionally be linked to CRM reps like Infusionsoft reps. Once a FuseDesk rep is linked to a CRM rep, they'll be able to login using their InfusionsoftID and Infusionsoft password. Logging in with an InfusionsoftID allows the emails that your reps send in FuseDesk, the notes they add in FuseDesk, and the actions [...]
Leverage the power of Infusionsoft automation and the collaboration of Slack by sending notifications from a Campaign Builder sequence in Infusionsoft to a channel or user in Slack with ease. No need for third party add-ons. No need for paid integrations. No need for a paid Slack account. Just connect the two up instantly using a simple HTTP [...]
When a customers' credit card is going to expire or it declines, you can have Infusionsoft automatically send out an email to your customer and run other automation right from within Billing Triggers in Infusionsoft That automation can even include creating a case in FuseDesk for your team to follow up with the customer directly. First, setup [...]
With Campaign Builder you can create and open cases via an HTTP post that will feed right into FuseDesk. Just follow these steps: In Campaign Builder, create a new campaign, name and save it. You can add a Welcome email, Apply tags, etc. Then, grab HTTP Post under Process. In Post URL enter https://YOURAPPNAME.fusedesk.com/api/v1/cases Under [...]
Creating a case in FuseDesk is possible from right within Infusionsoft's Campaign Builder so you can automate the creation of cases in FuseDesk from Infusionsoft! To create a new FuseDesk case from within Infusionsoft's Campaign Builder: Setup (or use an existing) FuseDesk API Key In Campaign Builder in Infusionsoft, go into the Sequence where you [...]
