A common question we hear is “How to can I get contacts from one Infusionsoft account into another account”?
What most people don’t realize is that there is a built-in feature for this.
So, you have two Infusionsoft accounts. For the sake of simplicity, let’s call them the “sending” account and the “receiving” account.
In the “sending” account, go to Admin -> Settings -> Relationships. Here you’ll add the account name (app name) and the API key, which you’ll need to get from the receiving account under Admin -> Settings -> Application -> Encrypted Key.
Once you save the relationship, go to Admin -> Settings -> Lead Distribution Rules. There you’ll give your new rule a name, determine the rule type, and then choose the relationship you set up in the previous step.
Under “Rule Type” it’s best to select to select “Always true”. You can determine when and how this happens in your Campaigns and or Action Sets.
In the “receiving” account, set up an Action Set to run when a new lead is passed over from the “sending” account. Go to CRM -> Settings -> Action Sets. Create a new Action Set and use it to apply a Trigger tag that starts a Sequence in a Campaign.
Note the ID of the Action Set. You can do that by looking at your list of Action Sets. Sort by ID so the highest ID (most recently created) is at the top. Get the ID of the Action Set you just created.
Go back into the “sending” account and create an Action Set there. In the Action Set, you only need one action “Distribute record to another Infusionsoft application”. Then select the relationship you set up and type in the Action Set ID from the “receiving” app that you set up.
Once that Action Set is created and saved. You can now trigger that Action Set manually from a Contact Search or by running that Action Set in a Campaign where you want to distribute contacts from one Infusionsoft account to another.