Integrate ClickMeeting with Infusionsoft and start to build and develop your contact lists.



Category:

More in this category: HubSpot integration Salesforce Integration

Latest update: May 24, 2017

Infusionsoft integration

Contact list building has never been easier! Integrate ClickMeeting with your Infusionsoft account and grow your business with valuable data.

The integration enables you to automatically export attendee and webinar data into your Infusionsoft account. Your exported data will include the following information:

  • Who attended your webinar
  • The webinar they attended
  • The date of the webinar
  • Registered users – users who registered for your webinar but never attended.

 

Please note that the ClickMeeting-Infusionsoft integration is only available for Infusionsoft paid account holders.

 

How to integrate ClickMeeting with Infusionsoft:

 

Log into your ClickMeeting account and go to your Account Settings in the upper-right corner of the screen.

 

600_334_1

 

Select the Integrations tab. Choose Infusionsoft from the list of available integrations and click Authorize.

 

infusionsoft-1

 

The authorization screen will pop up. You’ll be asked to provide your Infusionsoft login and password. Once you submit them, your account will be fully integrated with Infusionsoft.

 

infusionsoft-2

 

When your ClickMeeting event is finished, go to your Infusionsoft account. Notice that your event and attendee data has been automatically exported and sorted by the specific field.

 

infusionsoft-3

 

Tag 1* (Registered) describes those, who have registered to your event, but haven’t attended it.

Tag 2* (Attended) describes those, who have registered and actually attended your event.