DocSend
When this happens...
DocSendNew Visit
Then do this...
Infusionsoft by KeapCreate/Update Contact

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

  1. Someone visits one of your DocSend links
  2. Zapier creates a new contact using the visitor's email address in your Infusionsoft account

What You Need

  • DocSend account
  • Infusionsoft account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create/Update Contact

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

New Space Created

This trigger fires when you create a new Space in DocSend.

Tag Existing Contact

Applies a tag to an existing contact.

New Visit

Triggers when you get a new visit.

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.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create Note

Creates a note on an existing contact

New Opportunity

Triggers when you add a new opportunity.

Update Contact

Updates an existing contact.

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Become a Zapier Integration Partner

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations