InfusionSoft Connector - Technical Overview

Versions Supported

To confirm that your InfusionSoft plan includes API access get in touch with your InfusionSoft sales representative

Authentication Requirements

OAuth is used to authenticate the InfusionSoft connector in Bedrock Data. You can learn more about how to install the InfusionSoft connector in your Bedrock Portal  here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Bedrock Data so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team. 

Object Permissions Custom Field Support Dedupe Key
Contact Read / Update / Create Yes Email
Company Read / Update / Create Yes Email
Opportunity Read / Update / Create Yes Estimated Close Date 
Contact Relationship
Task Read / Update / Create No Occurred At 
Contact Relationship
Note Read / Update / Create No Occurred At 
Contact Relationship
Appointment Read / Update / Create

No Occurred At 
Contact Relationship

API Version and Limits

The Bedrock InfusionSoft Connector is currently using v1 of the InfusionSoft API. All InfusionSoft applications are limited to a total of 125,000 api calls per day (25 calls per second max). More on this can be found on InfusionSoft's developer site  here.

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Bedrock Data sales representative to ensure we can meet your needs. 

  • If you are planning to bring opportunities into InfusionSoft your connected system must also have the ability to attach opportunities to contacts.
  • The label for the field "Description" on InfusionSoft activities in the API is labelled "Creation Notes". 

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