Setup

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Connecting FuseDesk to Infusionsoft by Keap

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 [...]

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Connecting FuseDesk to ActiveCampaign

ActiveCampaign users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting ActiveCampaign 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 ActiveCampaign after Onboarding If you have already completed your FuseDesk onboarding and you want to [...]

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Importing Email Templates into FuseDesk

If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM [...]

Case Ratings and Feedback in FuseDesk

FuseDesk can automatically follow up with your customers after you close their case and ask them for feedback. Simple head to Departments under Settings and select a department to configure. Head on down to Ratings and Feedback. The Feedback Delay determines how long after a case is closed you’d like us to ask for feedback. By default [...]

Automatically Ignored Emails in FuseDesk

To help you focus on actual emails from real prospects and customers, we have a number of built in automatic filters in FuseDesk to detect and ignore auto-responders, auto-generated emails, and out of office like emails. Any emails that look like these kind of automated emails will be discarded into the Trash for you. Specifically, [...]

Creating New Cases with the FuseDesk WordPress Plugin

Once you've installed FuseDesk's free WordPress plugin, to allow folks to open a new support case, use the [fusedesk_newcase] shortcode on a page. This will display a form to create a new case. [fusedesk_newcase] works perfectly by itself, but also supports the following optional parameters: department: The ID of the department to assign the case [...]

Email Forwarding with Microsoft Office 365

To setup email forwarding with Microsoft Office 365, follow these simple steps: Log in to your Exchange Admin Center. In the Recipients section, click Contacts. Click the Plus Sign (+) to add a New Contact For the Display Name, enter FuseDesk For the External Email Address, enter [email protected] where YOURAPPNAME is the name of your FuseDesk/Infusionsoft app Click [...]

Why is my Infusionsoft API Key invalid?

If you're getting errors about your Infusionsoft API Key being invalid, there are a few things that could be causing this issue. First, make sure that you have an Encrypted API key set in your Infusionsoft application. In Infusionsoft, navigate to Admin | Settings, click on Application on the left, and scroll down to Encrypted [...]