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Entering the Client Data To Sync With InfusionSoft

Feature: Users can now enter clients which will be synchronized with their InfusionSoft CRM database

Scenario: Users that enter their clients into EZFacility can now have these details synchronized with their InfusionSoft CRM Database

Client Details to Sync with InfusionSoft CRM Database

When adding a new client to your EZFacility account, the following fields will be synchronized with your InfusionSoft CRM Database:

  • Contact ID (Id)
  • First Name
  • Last Name
  • Company
  • Phone 1
  • Phone 1 Type
  • Phone 2
  • Phone 2 Type
  • Phone 3
  • Phone 3 Type
  • Fax1(Fax)
  • Email
  • Street Address 1
  • Street Address 2
  • City
  • State
  • Postal Code(Zip Code)
  • Birthday
  • Contact Notes(Comments)
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