Are you an Infusionsoft User? Witness the ease of use with our Infusionsoft Integration. Simply integrate your account with your account name and API key and unleash the ability to add Tags on Registration and then unlock our entire library of Automation Rules.
Integrating Infusionsoft only takes a few minutes:
- Login to Demio and click on your Profile icon in the top right → Select Settings:
2. In the settings area, click on the Integration tab. Here, you will see all of the apps that integrate with Demio:
3. Once in the integrations tab, click on the Infusionsoft icon:
4. You'll then be redirected to login to your Infusionsoft account.
5. Simply login and Infusionsoft will now be connected!
Now that Infusionsoft is integrated with Demio, you have new options in the Registration and Automation Rules sections of your webinars:
Go to your "Event Edit" screen and click on "Registration" under the Advanced dropdown menu.
From here, you're going to go to the Form section and click "+ Add Integration."
Here you can choose your CRM or Autoresponder and add custom fields for registrants to fill out.
Once you add your integration to the Registration Form section, you'll have new Automation Rules: head over to "Automation Rules" under the Advanced dropdown menu.
Click add new rule, and then select a trigger.
You'll see that you now have custom actions based on your CRM or Autoresponder.
These rules are always growing, but you’ll have the ability to segment attendees based on their actions to add tags, remove tags, and save elements to custom fields. You’ll easily be able to start and stop automation inside of Infusionsoft with this simple step and save having to bring in extra platforms to handle the automation!