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
    InfusionSoft Login screen | Law Firm Marketing Automation | Medical Practice Marketing Automation

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

  4. When you log in, you will see a prompt "The application DSS by fosterwebmarketing.com would like the ability to interact with one of your Infusionsoft applications. Allow DSS access?" Choose Allow.Allow DSS access in InfusionSoft | Law Firm Marketing Automation | Medical Practice Marketing Automation

  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.Connect DSS forms to InfusionSoft | Law Firm Marketing Automation | Medical Practice Marketing Automation

  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. DSS Override With Infusion Form | Law Firm Marketing Automation | Medical Practice Marketing Automation

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

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


 

Are You Considering Adding Marketing Automation Software To Your Law Firm or Medical Practice Strategy?

If you feel you're missing out on your share of leads for your law firm or medical practice there's a good chance you are. The good news is Foster Web Marketing is here to help! Please contact us online or call our office directly at 888.866.0939 to schedule your free consultation with our experienced marketing team. We've been helping clients throughout the United States and internationally since 1998 and are confident we can help you not only reach, but exceed your goals.

Shannon Gifford
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Front-End Developer at Foster Web Marketing

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