Generate leads, close deals & manage your stages, automatically from your Magento webshop. With the Infusionsoft’s CRM integration you can grow like a company twice your size while connecting like a real human being.
Use Infusionsoft to keep track of customers that request a quote from your Magento webshop via the Magento Quotation Manager (Cart2Quote). Use this Add-on to synchronize Quote Request from your Magento with stage in your Infusionsoft account.
Customers requesting a quote via your Magento store will be added as a contact in Infusionsoft.
Magento Quotation Requests will be synced automatically with Infusionsoft by adding or updating an opportunity.
Create a dedicated Infusionsoft track for Quote Requests via Magento and link Statuses to Probabilities and Milestones.
Infusionsoft will sync the sales rep assigned to the Magento Quote with the mapped Infusionsoft User.