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Add new Infusionsoft contacts to Bidsketch as clients

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Client

Did you know that winning proposals get to clients 26% sooner? Make sure you're able to quickly get proposals to your leads by using this integration, which will add new Infusionsoft contacts to Bidsketch as clients.

How It Works

  1. A new Infusionsoft contact is added
  2. Zapier adds the contact to Bidsketch as a new client

What You Need

  • Infusionsoft account
  • Bidsketch account
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Connect Bidsketch + Infusionsoft by Keap in Minutes

It's easy to connect Bidsketch + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Client

Triggered when a client is created through the API or in the Bidsketch app

InstantNew Proposal

Triggers when a proposal is saved for the first time.

InstantProposal Viewed

Triggers each time a proposal is viewed by a client

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

Send Email

Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

InstantProposal Accepted or Declined

Triggers when a proposal is either accepted or declined

InstantProposal Sent to Client

Triggers each time a proposal is sent to a client

Create Company

Create a new company.

Tag Existing Contact

Applies a tag to an existing contact.

Create Note

Creates a note on an existing contact

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