How to Update Facebook Page Selection & Permissions
Need help with your Facebook Business Pages not appearing in your Infinite Sales Page Selector dropdown? This is a frequent problem; we have compiled a step-by-step guide to help you resolve it. Steps for Updating Facebook Pages in Infinite Sales Integration Step 1: Access Your Facebook Settings Log into your Facebook account and click on […]
How to Update Facebook Page Selection & Permissions
You might want to change which page is integrated into your account. Follow these steps to update your integration with Facebook to access new (or previously unselected) pages. Part 1: Set up your Facebook Settings and Privacy to allow the integration. Step 1: Once logged in to your Facebook account, navigate to the dropdown menu in […]
Quickbooks Integration
Integrating Quickbooks Note: There is a checkbox that appears under the QuickBooks Icon integration, asking if you want to automatically send reviews. What does the QuickBooks integration do: Improved QuickBooks integration for Non-US Countries The QuickBooks integration for non-US customers includes invoice syncing. Previously, non-US users faced issues due to mandatory tax requirements not being […]
Quickbooks Integration
Integrating Quickbooks Note: There is a check box that shows up under the QuickBooks Icon integration. Asking if you want to auto send review What does the QuickBooks integration do: Auto creation of sales receipts One-way invoice sync from Infinite Sales to QBO Please Note: – Once the integration has been established only NEW leads will be […]
Zoom Integration
The Zoom Integration feature allows you to generate unique meeting links for appointments within the Group Calendar section of Infinite Sales. (To learn more about setting up calendars, check out our calendar tutorials.) If you yourself are the only person in your company/organization, you can create a “Group” of 1 person for your group calendar. […]
Zoom Integration
Enhancing your virtual meetings has never been easier. By connecting your Zoom account to your calendar, you can generate dynamic meeting links automatically, saving time and effort. This guide will walk you through connecting your Zoom account and setting it up to work seamlessly with your calendar for efficient appointment scheduling. Overview of Zoom Integration […]
How to Integrate and Use Paypal
By integrating PayPal as a merchant processing application to Infinite Sales, you’ll be able to process payments for products and services right within Infinite Sales. This will help you manage your business and allow you to track transactions right within the Payments tab. Follow these steps below to learn how to integrate PayPal: Key Features […]
Shopify Integration
Shopify is a widely used e-commerce platform for online and retail shopping. By integrating Shopify with Infinite Sales, you can enhance your e-commerce capabilities in several ways, including workflows, and the use of Shopify-specific custom values. Store owners can easily import and sync their products, collections, contacts, orders, and transactions from Shopify to Infinite Sales. […]
Mapping Facebook Form Fields
When you’re running Facebook lead ad forms, you want to ensure the Facebook form fields are mapped correctly to merge into Infinite Sales. Step 1: Integrate Your Facebook Page and Set up a Facebook Lead Ad Form Step 2: Set Up Your Field Mapping NOTE: If you are using non-standard fields, ensure to have a Custom […]
Mapping Facebook Form Fields
When you’re running Facebook lead ad forms, you want to ensure the Facebook form fields are mapped correctly to merge into Infinite Sales. NOTE: If your Facebook lead form is not mapped correctly or not mapped at all, your leads will not get synced into Infinite Sales. Please make sure your Facebook lead forms are mapped. […]