Automatically add Contacts and Tags to Infusionsoft with SamCart's Integration Engine.
SamCart's Integration Engine allows you to automatically create Contacts and add or remove Tags from Infusionsoft, freeing up time for you to focus on driving more traffic to your SamCart pages instead of adding data manually to your CRM! This integration also allows you to send order data, which is an advanced feature not available on all CRM integrations!
Below, we'll break down how to connect SamCart with Infusionsoft, and how to create rules allowing you to automate the process.
Connecting SamCart With Infusionsoft
Start by clicking over to your Marketplace Settings and, on the left-hand side of your screen, selecting Integrations.
Here, under the Integration Setup tab, you'll see a list of all your active integrations that are connected via the Integration Engine. To add a new Infusionsoft integration, click the New Integration button:
Clicking New Integration will prompt a box to appear which will walk you through the steps required to complete the integration. Select Infusionsoft (1) and click Next Step (2):
Next, SamCart will ask you to name the integration. This is just an internal label, and can be anything you'd like as long as it doesn't already appear in your Integrations list. Give your integration a name and click Connect with OAuth.
After you enter your Username and Password for the application, you'll see a screen confirming that the integration was successful. Click the Click Here link, and you'll be taken right back to SamCart's Integration Engine.
Once Infusionsoft is successfully integrated, it will appear in the Integration Setup tab.
Now we're ready to create some Integration Rules! Below, we'll go over the two types of Integration Rules in SamCart.
Creating Integration Rules at the Product Level:
Now that SamCart is "connected" to Infusionsoft, you'll need to establish simple rules that tell the Integration Engine what to do when certain actions takes place in your SamCart Marketplace.
Head over to your Product and click into the Integrations tab (1), then click New Rule (2).
First, you'll need to select a trigger. A trigger is the event inside of your SamCart Marketplace that tells the Integration Engine it's time to make something happen in Infusionsoft. In this example, we'll use the Product Purchased trigger as it's the most common.
Select Product Purchased from the drop-down menu and click Next Step:
In the following window, we'll establish the specific action we want the rule to perform. First, select the desired Integration (1) in the first drop-down menu. Your integrations will be sorted using the internal label you chose when you connected the application.
Next, choose an Action (2) you'd like the integration to perform. In this example, we're choosing Add Tag, which will add the customer as a Contact along with one or more Tags that you have previously setup in InfusionSoft. When you're done, click Next Step (3).
Lastly, we need to choose where the Integration Engine will point your new customers. For this example, we're going to add two Tags to all of our new customers being added in Infusionsoft.
Choose the Tag or Tags you would like to add from the drop-down menu and click Submit when you are finished:
And we're done! Now, anyone who purchases this Product will be added to Infusionsoft as a Contact with 101 & 102 Tags.
If you'd like, you can also create Remove Tags rules which automatically remove Tags from the Contact.
Creating Global Integration Rules
Global Rules aren't too different from Product-Level Integration Rules, except for the fact that they're triggered by every Product in your Marketplace. For example, if you'd like all new customers, regardless of the Product they purchased, to be added as a Contact all with the same Tag, you'd create a Global Rule.
To create a Global Rule in SamCart, head back to your Marketplace's Integration Settings.
Here, click on the Global Rules tab (1) and select New Rule (2):
Once you've done that, the steps to creating a Global Rule are identical to that of a Product-Level Integration Rule. Reference the "Creating Integration Rules at the Product Level:" section above for a detailed breakdown on how to proceed.
After your Global Rule is created, it will appear under the Global Rules tab:
Creating a Global Rule to send Order Data to InfusionSoft
Take your integration to the next level and pass over SamCart order data automatically to InfusionSoft!
Before you begin setup inside SamCart, each product inside your SamCart dashboard must also be created inside InfusionSoft. Having the corresponding product in InfusionSoft will allow you to map out the products in the integration later on. Once you have all the products created inside InfusionSoft that correspond to the ones in SamCart, follow along with the steps below!
Step 1 - Connect InfusionSoft and Refresh
Connect InfusionSoft if you haven't already. After you connect the integration, be sure to refresh InfusionSoft to make sure the cache is up to date: When you add the integration, you should see a total of four buttons in the right column. If you do not see the four icons like this, connect InfusionSoft again.
Step 2 - Create a Global Rule for Order Completed
You will now create a new Global integration rule. Start by pressing the blue New Rule button on the Global Rules tab.
To create the rule, select the Order Completed trigger at the top of the dropdown and then press the Next Step button.
Choose your InfusionSoft integration from the Integration dropdown and Create Order from the Action dropdown.
Press Next Step again, and then use the final screen to confirm and Submit.
Step 3 - Run a Test Order
After you complete the Global Rule step, run a test order on any product in your SamCart marketplace. What the test order will do is bring over all the InfusionSoft products that you created into a dropdown inside the SamCart dashboard. Once the products are in the dropdown, you can begin mapping them out and connecting them to the corresponding SamCart products. This support article will guide you through placing an order while in Test Mode.
Step 4 - Mapping out the Integration
Go back into the Integration Setup tab and click on the Mapping gear icon:
A popup will appear where you can Add Product Mapping and connect the SamCart Product to the proper InfusionSoft Product. Add a mapping entry for all products that you want data to be passed into InfusionSoft on.
Please note if the mapping entry does not exist for a SamCart product, the order data will not be passed over. This applies to products that are connected to upsells and order bumps as well. After mapping is completed, be sure to Save and then place a few test orders to make sure everything is running correctly! All order data, including address info, will pass over to InfusionSoft.
Frequently Asked Questions
Q: I've set up my integration correctly but nothing is showing up in Infusionsoft after running a Sandbox Mode/Test Order.
A: Check the email address you used in your Sandbox Mode/Test Order. If you used the same email address for another Contact already located in Infusionsoft, it's likely the Contact won't be added again. Try again using a different email address.
Q: My integration seems to be functioning properly, but a customer wasn't added seemingly at random. What happened?
A: If an integration rule fails to fire, there's always a reason. The Integration Engine keeps a record of the last 1,000 integration events that took place in your Marketplace, and they can be viewed by heading to Marketplace Settings > Integrations > Logs.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've went wrong with that action.
Q: The Tag I'm looking for isn't showing up when I try to create an integration rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again:
If you created the Tag/Contact after you set up the integration with SamCart for the first time, there's a good chance you'll need to Refresh the list in order for it to fetch your current settings.
Q: How can I delete, re-name, or refresh my integration if I made some changes in Infusionsoft?
A: Head to Marketplace Settings > Integrations and click the Edit, Refresh, or Delete buttons to make these changes to your integration:
Q: I've already integrated with Infusionsoft via the old integration system. Can I have both running?
A: There's nothing stopping you from running both at the same time, though we do recommend switching everything over to the new Integration Engine.