Connecting to Infusionsoft

In this article, you will learn how to connect to your Infusionsoft account. Each OnceHub User should connect to his/her own Infusionsoft account.

Note: Only OnceHub Administrators can set up and manage the Infusionsoft Integration in OnceHub.

Connect to Infusionsoft

1. Click the gear icon located in the top-right corner of the page.
2. Select Account Integrations from the dropdown menu.
3. Filter for CRM.
4. Click on the Infusionsoft (For Booking Pages) tile.
5. Click the Connect button.
6. You will be redirected to the Infusionsoft login page and will be asked to enter your username and password. Once you enter your Infusionsoft credentials, OnceHub will establish the connection to Infusionsoft and you will be returned to the CRM integration page.
7. On the CRM page, you will see the Infusionsoft application name, your connected username, and the Infusionsoft connector status.
8. If you are a OnceHub administrator, you will also have the option to configure your Infusionsoft connector by clicking the Setup button.

Note

OnceHub Members will not be able to connect to Infusionsoft until the Setup has been completed. In addition, there must always be at least one OnceHub Administrator connected to Infusionsoft.

The Administrator connected to Infusionsoft does not need to have a scheduled meetings User license. Learn more

Once these steps are completed, you can enjoy the full benefits of Infusionsoft integration.