How to sync your Gmail or Outlook emails into Infusionsoft

We are advocates of using an email service provider such as Gmail. But you may prefer Microsoft Outlook. Whichever you use for your usual email correspondence, it is often useful to have a full record of all email correspondence between you and your customer or potential customer, in one system.

Infusionsoft (by Keap) have recently introduced a super-easy way to bring all your Gmail/Outlook email correspondence into the Infusionsoft email window of each contact. This is useful as Infusionsoft typically is one way email traffic out, where as correspondence within your email program is two-way.

Watch this video to see how to sync your Gmail or Outlook account, into Infusionsoft. Skip to the 50sec mark if you are limited in time.

Posted in Infusionsoft Training.