- Application Name
- Admin Username & Password
Gathering Application Name
To gather the application name:
Navigate to your Infusionsoft site.
Copy the subdomain for the URL of the Infusionsoft admin panel (the part of the domain that occurs before "infusionsoft.com").
To gather the credentials:
Login to your Infusionsoft administration panel, navigate to the Admin Module.
Click Users > Add User.
Click the Send Email Invitation button.
Note: It is recommended the new Infusionsoft staff member retain Administration at least until the integration process is complete.