Red Beard University

How to merge data from a custom field in CustomerHub

Want to merge a custom field in to CustomerHub?

Go to Settings -> Application Settings.

CustomerHub Menu

Then, go down to Custom Fields.

CustomerHub Custom Fields

Add in your Infusionsoft database field names, which you can find in Admin -> Settings.

custom field lookup

Then click on “View the field database names (for the API)”

database names

Put those in to the CustomerHub field and you are good to go.

Brian Keith

Infusionsoft Certified Consultant and Principal at Red Beard Consulting.