Sending Data From LightSpeed VT to Infusionsoft
These are the steps to send data from Lightspeed VT when events occur within your system such as user creation or update. It can update the user information in Infusionsoft for marketing or follow up purposes. If you have not set up a Zapier account or webhooks, please read about it here.
Things you will need:
- An account with LightSpeed VT
- An integrated Zapier account (See Link above)
- An Infusionsoft account
Click the ‘Make a Zap!” button to get started
To send data from LightSpeed VT, your training center is the trigger. Search the first box to find LightSpeed VT.
The next step is to choose the trigger, User Created or User Updated are the 2 current options. This trigger will be activated anytime the selected action occurs.
Press ‘Save + Continue’.
Next you will need to connect your LightSpeed account to Zapier. You will need the credentials from the ‘Zapier Credentials’ section in the LightSpeed API control panel.
In Zapier hit the ‘Connect an Account’ button, a popup will ask you for the information above. Enter the information and hit ‘Yes, Continue’
Press ‘Save + Continue’, it will now test the connection and load the test data, press Fetch and Continue and Continue one more time if the test passed.
The left section should look like this if you used the User Created trigger:
Next we will configure the Infusionsoft section.
Search for Infusionsoft in the ‘Choose an Action App’ section:
Choose the correct action for your Infusionsoft workflow, it will probably be ‘Create/Update Contact’
Press ‘Save + Continue’
Next you will need to connect your Infusionsoft account to Zapier, Press the ‘Connect an Account’ and enter your Infusionsoft credentials in the popup.
Press ‘Save + Continue’
Now you will set up the template, adding the LightSpeed VT fields into the new Infusionsoft contact.
Press the button to show the list of available fields and select them from the list:
Do this step for Email address, first name, last name, etc. You can use any of the LightSpeed Fields in Infusionsoft, or if you enter text it will set that statically for that field in Infusionsoft.
After this step is complete, press ‘Continue’ at the bottom.
It will show a preview of the test data in the next step based on the template you set up in the previous step. Review this and press Send Test To Infusionsoft’ when done.
Once the test is complete, review it in Infusionsoft and press ‘Finish’ in Zapier.
Name your Zap and turn it on. The integration is now complete.