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:
Login in to your OpenPath account at https://client.openpath.io
Navigate to your Integrations
Click on the InfusionSoft link in the bottom of the InfusionSoft CRM card
Find the InfusionSoft integration you want to connect and click on that card
- Navigate to the API Tab at the top of the pop-up window and click on the Authorize OpenPath button
- Login to your InfusionSoft account
- Select your InfusionSoft API and click the allow button
- 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.