Desk + Infusionsoft by Keap Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Desk and Infusionsoft by Keap, with as many as 66 possible integrations. Are you ready to find your productivity superpowers?
Add new Infusionsoft contacts as Desk customers
You never know when your contacts are going to need help with your product. Get a head-start by having Zapier automation set everything up for you. Once you've activated this Zap, every new contact you add to Infusionsoft will automatically be passed on to Desk, where a matching customer will be added with all the details you need.
How this Infusionsoft-APP integration works
- A new contact is added on Infusionsoft
- Zapier adds them as a customer on Desk
Create new Desk cases from tagged Infusionsoft customers
If you're looking for a way to quickly indicate customers that warrant special attention, expedited resolution or any other type of support from within Infusionsoft, try setting up this Infusionsoft Desk integration. It will immediately start watching your Infusionsoft account for newly tagged customers, and creating Desk cases for each one it finds, making it a breeze to communicate what needs to get done to the team.
How It Works
- A new customer is tagged on Infusionsoft
- Zapier automation adds a new case on Desk
What You Need
- Infusionsoft account
- Desk account
It's easy to connect Desk + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when you add a new customer.
Create a new customer.
Triggers when you add a new case.
Create a new case. Inside Desk, it will be treated like an "Email Case".
Triggers when a tag gets added to a contact for the first time.
Creates a new contact. Can be used to update existing contacts too.
Triggers when you add a new opportunity.
Applies a tag to an existing contact.
Triggers when a contact subscribes to plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
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