See our other products: BotEngine - chatbot platform | chat.io - customer messaging platform | KnowledgeBase - help center for website

Help and support

Resources that will teach you everything about LiveChat.

Infusionsoft: manage your Contacts in LiveChat

by Krzysztof Kraus

Infusionsoft LiveChat: Integrate LiveChat with Infusionsoft and gain the possibility of managing your Contacts straight in the LiveChat app! With the integration, you’ll be able to:

  • Grow your Contacts list by adding new Customers right during a chat;
  • Check if a customer who’s chatting with you is already your Contact;
  • Forward your chat transcripts as Notes and assign them to the customer that you are currently chatting or have chatted with.

This step-by-step tutorial will show you how to achieve all the possibilities given by our Infusionsoft integration. So, without further due, let’s begin!

  • Installation – learn how to integrate your Infusionsoft with LiveChat;
  • Usage – learn how to use your Infusionsoft integration.

Infusionsoft LiveChat: Installation

  1. Click here to access your LiveChat’s Marketplace. To proceed, go to the Apps section.
Infusionsoft LiveChat: Go to the Apps section in MArketplace
  1. On the list of available apps, look for Infusionsoft and click on Install button to proceed.
Infusionsoft LiveChat: Install the Infusionsoft to proceed
  1. After successful installation, go to the Archives section of your LiveChat. There you will see a new Infusionsoft icon, available at the top right section of your App. Click on it to configure the app.
Infusionsoft LiveChat: Click on a Infusionsoft icon to continue
  1. Now, click on Connect to link your Infusionsoft account with LiveChat.
Infusionsoft LiveChat: Click on Connect to link Infusionsoft with LiveChat
  1. You will be prompted with the Infusionsoft login screen. There, provide your Infusionsoft credentials and click on Log in.
Infusionsoft LiveChat: Provide your Infusionsoft credentials
  1. To finalize, choose your Infusionsoft application and click on the Allow button.
Infusionsoft LiveChat: Click on Allow button to continue

Done! Your Infusionsoft is now connected with LiveChat, and you can start using the integration right away!

Infusionsoft LiveChat: Usage

Add a new Contact

To add a new contact, simply choose one of your concurrent or archived chats and provide your customer’s contact information. To finalize, click on the Add to Infusionsoft button.

Infusionsoft LiveChat: click on add to Infusionsoft button

From now on, every time your customer will start a chat with the use of the same email address, LiveChat will automatically load his personal information and display it straight in the chat!

Infusionsoft LiveChat: See your customer's personal information

Add chat transcript to a Contact

From now on, you can also add a chat transcript to your Contact, straight from concurrent or archived chats! To do that, simply click on the Add transcript to notes button and we will do the rest for you.

Infusionsoft LiveChat: Add transcript to Notes

To view it, simply visit your Contact in the Infusionsoft panel and go to the Notes section.

Infusionsoft LiveChat: view your transcript in the Notes section

And now you know how to use your brand new Infusionsoft integration! Hopefully, you have found this article helpful but if you have any additional questions, feel free to start a chat with us – we are available 24/7/365!

Did you find this helpful? Yes No
Thanks for your feedback.
100% of people found this helpful.

Start free LiveChat trial!

5-minute setup, test out the Team plan features for 30 days, no credit card required.

Rate us! Rate this chat to help us become better support. +