Description

In this article we will walk you through Authorizing OpenPath to connect to you InfusionSoft CRM.

Instructions - Authorizing OpenPath with InfusionSoft

Requesting your InfusionSoft gateway credentials:

1. Login in to your OpenPath account at https://client.openpath.io  

2. Navigate to your Integrations
   

    

3. Click on the InfusionSoft link in the bottom of the InfusionSoft CRM card
   

    

4. Find the InfusionSoft integration you want to connect and click on that card
   

5. Navigate to the API Tab at the top of the pop-up window and click on the Authorize OpenPath button
   
6. Login to your InfusionSoft account
   
7. Select your InfusionSoft API and click the allow button
   
8. Once complete you will be redirected to OpenPaths InfusionSoft Integration page and your InfusionSoft card should now show the API active and your connection is complete.