Privy can automatically sync your contacts over to your Infusionsoft account. After you complete the following steps, anytime a contact of yours signs up for your Privy campaign, they will automatically be imported to your Infusionsoft account.
To begin: Click on the dropdown arrow on the upper right corner of your Privy account screen.
Next, select the option labeled "Integrations".
Once you've done this, you will be brought to an area labeled "Linked Accounts". From this page, click on the icon for Infusionsoft:
You will then be prompted to login to your Infusionsoft account:
After logging in you will be prompted to select an application to grant Privy access to:
Select the application of your choosing and click on the blue "Allow" button.
You will then see your Infusionsoft account appear at the top of the "Linked Accounts" section of your Privy account:
Note: You've just completed syncing Infusionsoft to your Privy account overall. However, you will need to add an Automation Rule on a per campaign basis. To accomplish this:
Click on the "Campaigns" tab on the upper left portion of your screen:
Then, click on the icon for your particular campaign:
Now navigate to the campaign’s Automation settings (all the way at the right), click the "+ New Rule” button and choose which account and list you want to sync new signups to.
Then click Save.
Congratulations, you've now created your Infusionsoft Automation Rule!
Syncing custom fields to Infusionsoft
The Custom Field Settings for the Contact Record within your Infusionsoft account must be updated before custom fields can be synced:
Open “All Application Settings” by navigating “Admin” → “Settings”
Select “Contact” from the “Custom Fields” dropdown and click “Go”.
Select “Tab” from the dropdown and click “Add”. Enter “Privy” as the Name and click “Save this Tab”.
Select “Header” from the dropdown and click “Add”. Enter “Privy” as the Name, select the “Privy” tab and click “Save this Header”
Return to Privy Dashboard and update your campaign Automation Rule settings to sync to your Infusionsoft account and list. You must update your Campaign after making the above changes to your Infusionsoft Account.
Note: The names for the tab and the header must be set to “Privy”.