3 articles CRMs

InfusionSoft API: Accessing limited records by order of last updated a powerful feature

InfusionAPI call ORDER BY specific fields works, with a little finagling.  As usual, the InfusionSoft API documentation is spotty, but reverse engineering its PHP SDK, I found the "dsQueryOrderBy()" method in the InfusionSoft API, even though the documentation has it as dsQueryWithOrderBy() which you will find 500's with "method does not exist".  Remove "with" and…

InfusionSoft API offers more advanced querying for custom fields, but they act like it should be secret…

Sometimes it's obvious a company has a decent software product but there's one part of their development they don't put enough time and resources into.  For InfusionSoft, it's their documentation, support, and their API.  It's a pretty powerful tool for normal companies, like Wordpress is great for most websites, but your company isn't like most…

Adding datepicker widget to Infusionsoft forms and what’s up with their primitive forms?!

Love Infusionsoft or hate it, if you are stuck using it, you want to be able to deploy useful forms with fields that optimize your visitors' UX.  If you are collecting date information, Infusionsoft forms don't export the code with any built-in AJAX functionality.  None. Someone made a conscious decision there to do the bare…