Automatically assign Infusionsoft contact owner when someone schedules



Finally, we’ve added some additional features to our Infusionsoft Integration to improve the way you track and manage your leads.  When a prospect schedules with one of your team members, AppointmentCore can automatically change the Contact Owner in Infusionsoft to that team member, so that the prospect can be linked with his or her main contact on your team.  If you would like to keep the contact owner the same as before the prospect scheduled an appointment, you can turn this off in your settings.

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    Matt Jajkowski

    The option to change the contact owner is available in account settings. Would be great to have!

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