I’m trying to link Infusionsoft with the platform that holds the data about customer records but the other platform stores contacts as businesses.
However, if I import the contacts as business records then I won’t be able to have them enter sequences so that the customer support staff can conduct regular follow-ups. Is there a way around this?
The only way I can think of is to have the company records be imported as regular contacts, with the first and last name fields blank.
Has anybody had a similar issue before?