Infusionsoft Integration (EE3)

Infusionsoft’s all-in-one sales and marketing software is built to meet the specific needs of small business. With the Event Espresso Infusionsoft integration addon, you can completely automate your customer relations and email marketing campaigns.

Details
Benefits
Features

Infusionsoft Quick Overview

The only all-in-one sales and marketing software built for small business, is now integrated with Event Espresso. The Event Espresso Infusionsoft add-on easily integrates with your Infusionsoft App and Merchant Account to seamlessly capture customer data, track registrations, and accept payments from your Event Espresso powered website. With Infusionsoft sales and marketing automation software, everything you need to get more customers, grow sales and save a whole lot of time is right at your fingertips. It’s your small business CRM, e-commerce, email and social marketing solution all in one place.

Whether you are a business who sells through a website, a retail/office location or a sales team, the fastest way to discover what Infusionsoft can do for your business is to watch a quick product demonstration video.

Our Infusionsoft add-on does require you to have an account and service agreement with Infusionsoft.

Infusionsoft Integrated Payments

Creates a customer record in Infusionsoft upon registration, including manual registrations
Integrated with the Infusionsoft payment system
Updates customer account in Infusionsoft upon successful payment, including manual payments within Event Espresso
Deletes events from customer account in Infusionsoft, without deleting the customer record
Update payment records automatically using any of the Event Espresso built in gateways
Infusionsoft Gateway integration allows you to capture and charge credit cards onsite using your Infusionsoft Merchant Account
Add tags to newly created contacts using the ‘infusionsoft_tag_id’ the event meta field in Event Espresso

Infusionsoft Contacts

At the very basic level, when someone registers for an event, it adds that person as a contact in your Infusionsoft app and creates an order for that contact. Then you can send the contact an Invoice, or payment reminder, from your Event Espresso powered website or your Infusionsoft app. If you update the payment status in your website, for that person, it will also update the payment status of the order that was created for the client.However, Infusionsoft does not provide a way to communicate any updates back to your website.

This image shows a high-level overview of how the Event Espresso Infusionsoft integration works:

More Add Ons

Recurring Events Drop-down Template (EE3)

The Recurring Events Drop-down custom template organizes the events with multiple datetimes into a drop-down. The list shortens the overall list of upcoming events which can extend onto multiple pages and hide other events if you automatically create and manage events with the Recurring Events Manager addon.

Roles & Permissions (BASIC) (EE3)

Include other staff in your organization to help manage your events.

Accordion Template

The Category Accordion template displays the categories in a simple list. On clicking the category name, the events associated with that category will be displayed in brief. Clicking another category, that will open, but the previously open category will close.