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How to Integrate InfusionSoft With ProProfs Live Chat

InfusionSoft is a complete sales and marketing automation software suite to help small businesses make their sales and marketing process simple. With its powerful features of CRM, Email, and Social Marketing, it helps businesses streamline their processes, create targeted campaigns, and boost sales. InfusionSoft is used by thousands of small businesses around the globe.

 

Redefine the way you serve your customers with the combination of InfusionSoft and ProProfs Live Chat

Deploying our Live Chat solution with InfusionSoft helps you deepen your relationships with the customers in many ways. ProProfs Live Chat brings together everything you need into a Live Chat solution to provide excellent customer service. With Infusionsoft ProProfs integration, the chat transcript will be posted to your infusion soft account at the end of every chat session.

 

Here's how you can integrate ProProfs Live Chat with InfusionSoft:

We have made the integration process of ProProfs Chat with different CRMs and other applications are totally hassle-free and quick. It takes not more than 10 minutes to enjoy a live chat facility into your InfusionSoft system. To get started.

 

Step 1: Login into your InfusionSoft account.

 

Login into your InfusionSoft Account


Step 2: Get Application Name, your InfusionSoft account denotes your application name. For example, if your Infusion soft URL is: myapp.infusionsoft.com, then “myapp” is your Application Name.

 

Get Application Name


Step 3: For API Key, Click on Admin >> Setting >> Application

 

Get API Key

Navigate to Application and Copy Encrypted Key

 

Step 4: Now, Login into ProProfs Chat. Go to Settings >> Integration >> InfusionSoft.

 

Navigate to Settings

 

Step 5: Enter your Application Name, API Key. Then, click Save.

 

Enter your Application Name, API Key

 

Once you save the details, InfusionSoft Integration is done.

 

Now Do the test chat and close it. You will see the chat transcript in contact (Search with email) in the Notes Section of that contact.

 

Chat transcript in contact in the Notes Section