DocSend helps you know which leads to reach out to, when you should reach out, and what you should talk about, all by telling you how they engage with your sales and marketing collateral. With this DocSend Infusionsoft integration, you'll be able to use DocSend links for lead generation, capturing visitors' email addresses and entering them into Infusionsoft as new contacts.
How It Works
- Someone visits one of your DocSend links
- Zapier creates a new contact using the visitor's email address in your Infusionsoft account
What You Need
- DocSend account
- Infusionsoft account
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This trigger fires when you create a new link in DocSend.
Creates a new contact. Can be used to update existing contacts too.
This trigger fires when you create a new Space in DocSend.
Applies a tag to an existing contact.
Triggers when you get a new visit.
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 tag gets added to a contact for the first time.
Creates a note on an existing contact
Triggers when you add a new opportunity.
Updates an existing contact.