Using Infusionsoft in Lead Docket

To connect your Infusionsoft account with Lead Docket, check this guide. 

Creating Infusionsoft Rules in Lead Docket:

Step 1 - Click the Infusionsoft Rules button under Manage.

(Note: If you don't see this button, connect your Infusionsoft account by clicking the link at the top of this article)

Step 2 - Click the Create New button.

Step 3 - Create a Title for the Infusionsoft Rule. Under Enabled you may select whether or not you want this rule to be enabled.

Step 4 - Select the Contact Language, if necessary.

Step 5 - Select a Trigger

• Contact Added - Add to InfusionSoft and add tags when the contact has been added
• Lead Status Changed - Add to InfusionSoft and add tags when the lead status has been changed
  • Select the lead status(es) you want to trigger the email along with the Case Type, Severity Level(s), and Office
• Tag Added to Contact - Add to InfusionSoft and add tags when a tag has been added to the contact
  • Select which tag should affect this trigger under Creation Rules for Tag
• Tag Removed From Contact - Add to InfusionSoft and add tags when a tag has been removed from the contact
  • Select which tag should affect this trigger under Creation Rules for Tag

Step 6 - Add to Infusionsoft Tags. Select which of your Infusionsoft tags should be associated with this rule. Hold CTRL to select multiple.

Step 7- Remove from Infusionsoft Tags. Select which Infusionsoft tags should be removed for this rule. Hold CTRL to select multiple.

Step 8 - Click the Save button.