Try It

Create new Desk cases from tagged Infusionsoft customers

  1. When this happensStep 1: Tag Added to Contact

  2. Then do thisStep 2: Create Case

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

  1. A new customer is tagged on Infusionsoft
  2. Zapier automation adds a new case on Desk

What You Need

  • Infusionsoft account
  • Desk account
Try It

Connect Desk + Infusionsoft by Keap in Minutes

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

All Triggers & Actions

New Case

Triggers when you add a new case.

New Group

Triggers when you add a new group.

New Action sequence

Triggered when a new action sequence is added.

New Company

Triggers when you add a new company.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

New Customer

Triggers when you add a new customer.

New User

Triggers when you add a new user.

New Affiliate

Triggers when you add a new affiliate.

New Contact

Triggers when you add a new contact.

InstantTag Added to Contact

Triggers when a tag gets added to a contact.