infusionsoft application connector · infusionsoft is a small-business crm that helps companies...

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About the Infusionsoft Connector Infusionsoft is a small-business CRM that helps companies manage sales, marketing, leads, payments, and customer data to deliver personalized services and close more sales. The Cleo Integration Cloud Infusionsoft connector helps businesses create seamless integrations between Infusionsoft and other critical business and e-commerce applications to drive new revenue streams and operationalize new business models. Keep your data aligned between Infusionsoft and your front-end and back-end systems. ©2019 Cleo. All rights reserved. Cleo is a trademark of Cleo. Other marks are the property of their respective owners. Infusionsoft Application Connector CLEO INTEGRATION CLOUD cleo.com +1.815.282.7695 1

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Page 1: Infusionsoft Application Connector · Infusionsoft is a small-business CRM that helps companies manage sales, marketing, leads, payments, and customer data to deliver personalized

About the Infusionsoft Connector

Infusionsoft is a small-business CRM that helps companies manage sales, marketing, leads, payments, and customer data to deliver personalized services and close more sales. The Cleo Integration Cloud Infusionsoft connector helps businesses create seamless integrations between Infusionsoft and other critical business and e-commerce applications to drive new revenue streams and operationalize new business models. Keep your data aligned between Infusionsoft and your front-end and back-end systems.

©2019 Cleo. All rights reserved. Cleo is a trademark of Cleo. Other marks are the property of their respective owners.

Infusionsoft Application Connector

CLEO INTEGRATION CLOUD

cleo.com +1.815.282.7695 1

Page 2: Infusionsoft Application Connector · Infusionsoft is a small-business CRM that helps companies manage sales, marketing, leads, payments, and customer data to deliver personalized

Cleo's Infusionsoft connector provides APIs so you can take action

API Action

Account • Search a profile for an account

Affiliates • Search commissions for affiliates

Appointments

• Search for appointments • Create an appointment • Delete an appointment • Retrieve an appointment • Update an appointment

Campaigns • Search for campaigns

Contacts

• Search for contacts • Create a contact • Search for contact custom fields • Delete a contact • Retrieve a contact • Update a contact • Retrieve an email for a contact • Create an email for a contact • Search for tags for a contact • Delete a tag for a contact

Emails

• Search for emails • Create an email • Create synced emails • Create un-synced emails • Delete an email • Retrieve an email

Files • Search for files • Retrieve a file

Opportunities

• Search for opportunities • Create an opportunity • Search for opportunities stages • Retrieve an opportunity • Update an opportunity

Orders • Search for orders • Retrieve an order

Products • Search for products • Retrieve a product

Tags

• Search for tags • Create a tag • Delete a tag • Retrieve a tag • Update a tag

Tasks

• Search for tasks • Create a task • Delete a task • Retrieve a task • Update a task

©2019 Cleo. All rights reserved. Cleo is a trademark of Cleo. Other marks are the property of their respective owners. cleo.com +1.815.282.7695 2

Page 3: Infusionsoft Application Connector · Infusionsoft is a small-business CRM that helps companies manage sales, marketing, leads, payments, and customer data to deliver personalized

About Cleo Integration Cloud Cleo Integration Cloud is a single, hybrid ecosystem integration platform available as a service in cloud and on-premise deployments. Its flexible architecture lets you choose between self-service or managed service models, enabling you to connect, transform, integrate, orchestrate, and analyze end-to-end application, B2B, and data integrations for improved visibility across your business ecosystems. Cleo Integration Cloud empowers technical and business personas to make better decisions, create stronger relationships with your trading partners, drive business continuity and accelerate growth as integration requirements change. No matter the integration, Cleo’s got you covered.

©2019 Cleo. All rights reserved. Cleo is a trademark of Cleo. Other marks are the property of their respective owners.

Recognized “Leader” in iPaaS and EDI categories on G2 Crowd

API Action

Transactions

• Search for transactions • Create a transaction • Delete a transaction • Retrieve a transaction • Update a transaction

cleo.com +1.815.282.7695 3