Integrating Your InfusionSoft Account With DSS

How to Connect Your Accounts:

  1. Sign into DSS. On the top navigation menu, select Campaigns & Emails > Settings

  2. Click the button to “Connect My InfusionSoft Account

  3. This will take you to the InfusionSoft log-in page, log in here using your InfusionSoft username and password

  4. When you log in, you will see a prompt "The application DSS by would like the ability to interact with one of your Infusionsoft applications. Allow DSS access?" Choose Allow.

  5. Once allowed access, you will be redirected to CRM Forms page in DSS.

  6. Your InfusionSoft and DSS accounts are now connected!

How to Connect Your Forms:

  1. To connect one of your forms in DSS to one of your InfusionSoft forms, begin by selecting the edit icon on the CRM - Forms page.

  2. On the form page, you will see a new select option for "Override With Infusion Form." Use this drop-down to select the InfusionSoft form you would like to use in place of the provided form.

  3. Once selected, the custom form inputs will disappear. Be sure to save at this point.

  4. Your InfusionSoft form is now live on your site. Be sure to test your form to make sure it is working properly!

Please Note: Your account must be CRM-enabled to complete this integration. This is a free upgrade, so if you are not already using your DSS CRM, it is as easy as contacting Customer Service to get started!