How to Integrate Deadline Funnel with Infusionsoft (API)

Set Up the Infusionsoft API Integration:

1
In your Deadline Funnel dashboard, click on 'Triggers' and then 'API Integration' in the left navigation area: 

2
Click, 'I need to create a brand new API connection' to add your new connection:
3
On the next screen, select InfusionSoft to set up your API Connection:

4
You should be logged into your InfusionSoft account before you click the next button to integrate with Deadline Funnel:

5
On the next screen click the blue 'Allow' button to connect your InfusionSoft account with your Deadline Funnel account:

6
You should see a success message at the top of the screen:

 Set Up the HTTP Post: 

1
In the Deadline Funnel admin, click on Triggers >> API Integration and select your InfusionSoft connection:

2
On the next screen  create a new field for your deadlinetext or click 'I already have a field on ESP' to select the deadlinetext custom field you already have in your InfusionSoft account and click 'Next/Save':

3
In another browser, return to your InfusionSoft account and Create a new Campaign in the Campaign Builder (we called ours 'Deadline Funnel Test):

4
Drag a new sequence into your Campaign:

5
This sequence will send an HTTP post to Deadline Funnel, triggered by a tag:

6
Edit your Goal Settings to be 'This goal is achieved when a User Applies a Tag' and click 'Save':

7
Set the tag to use for this sequence by typing in the name and clicking 'Create' and then 'Save' (we used Deadline Funnel Test):

8
Then double-click on the Sequence to create a 'Send HTTP Post' process:

9
Return to the browser window with your Deadline Funnel account and copy the 'URL to send the HTTP post' provided:

10
Paste this URL into the 'POST URL' box in InfusionSoft:

11
Change the status of this process from 'Draft' to 'Ready' and send a test to one of the admins to get this successful test message:

12
Make sure your Sequence status is 'Ready' and click 'Publish on your test campaign:

If you have any questions, please let us know at help@deadlinefunnel.com.

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