If you feeling like you need some help keeping track of all that customer data, set up this Braintree-Infusionsoft integration to let us handle it. The information from every new Braintree transaction will then be sent to Infusionsoft automatically, creating a contact reliably (or updating an existing entry) every time from then on.
How It Works
- A new Braintree transaction is logged
- Zapier automatically adds or updates a contact on Infusionsoft
What You Need
- Braintree account
- Infusionsoft account
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Triggers when you add a new customer.
Create a new customer.
Triggers when you add a new transaction.
Creates a new contact. Can be used to update existing contacts too.
Triggers when a tag gets added to a contact for the first time.
Applies a tag to an existing contact.
Triggers when you add a new opportunity.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Triggers when a contact subscribes to plan.
Creates a note on an existing contact