Have just signed up for the infusionsoft. Am not sure how to link outlook with infusionsoft, can someone advice?
First you may want to take a look at our brief article
This article will lead you over to the plug-in download page in our Marketplace.
You will want to ensure that your version of Outlook is compatible, as the plug-in page has some notes.
Blockquote nfusionsoft Sync for Outlook is compatible with desktop versions of Outlook 2010, 2013, 2016 and 365 for Windows.
Infusionsoft Sync for Outlook supports Windows 8, 8.1, and 10.
Only US English versions of Windows are supported currently.
Infusionsoft Sync is not compatible with Microsoft Office for Mac or any web-based versions of Outlook. Mac users may want to use Tealeaves , a similar add-on for Apple Mail.
Once you have confirmed, you will want to completely close your Outlook, as you download and install the plug-in.
Once installed, you should be able to open Outlook, and see that there is a sidebar on the far right, that you will be able to log into, with your Infusionsoft credentials.
If you happen to run into something that does not appear to be functioning properly, I may suggest that you check in with our support team via phone or chat, but everything should run smoothly.
I am aware of the Outlook up to 2016. I cannot see anywhere that it is compatible with 365?
Can you provide more information on that?
It is currently compatable with the desktop version of 365 for windows. Not the web app version. I see the compatibility notes do not include this in the notes.