Connect My Sales Features

Connect My Sales allows you to quickly and easily import your e-commerce products, orders and contacts into Infusionsoft, allowing you to leverage the CRM power of Infusionsoft while having the benefits of your e-commerce platform.

Connect My Sales is a web-based service and requires no software downloads or installations.  After subscribing, you will receive further details on configuring Connect My Sales for your e-commerce store. Connect My Sales requires an active BigcommerceShopify or WooCommerce store and Infusionsoft app (Infusionsoft account must have the E-Commerce feature).

In addition to transferring data, Connect My Sales also applies product tags for each product purchased, allowing you to initiate campaigns to followup with customers regarding their specific purchase.

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Data transferred from your online store to Infusionsoft

Contact Data

  • Email
  • First & Last Name
  • Billing Address and Phone
  • Shipping Address and Phone

Order Data

  • Customer
  • Order Date
  • Order Id
  • Shipping method and cost
  • Handling fees
  • Coupon code used and amount
  • Discounts
  • Store credit used
  • Taxes
  • Payment amount and method

For each product on the order, the following details are transferred:

  • Product name
  • Product price
  • Product quantity

Product Data

  • Product Name
  • Product Price
  • SKU
  • Description

Additionally, Connect My Sales creates “product” Tags (Tags named after each product ordered) and assigns those to the Contact.  You can use this feature to initiate campaigns for upsells and/or replenishment follow-up emails.

 

 

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