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 Keep Reading...
You can create cases in FuseDesk directly from within Keap'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 your API Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 Keep Reading...
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 KeyIn Campaign Builder in Infusionsoft, go into the Sequence where you want Keep Reading...
If you're logging into FuseDesk directly and not authenticating with your CRM (like Infusionsoft), click on the Reset My Password link on the FuseDesk Login form to get a password reset link sent to you via email. Simply click the link in the password reset email and create a new password to login! You can Keep Reading...
To login to FuseDesk you'll need to know your FuseDesk app name, email, and password. Check any email notifications we've sent you to see what email address is on file for you to login to FuseDesk and what your app name is. Both your app name and your email address will be in the footer Keep Reading...
To add a new team member to your FuseDesk app, head to Settings and Support Reps, and then click the Invite a New User button. Enter in the names and email addresses of the reps you'd like to invite, and they'll be sent an email to login and set their password. While you wait for Keep Reading...
