Try it

Add new DocSend visitors to Infusionsoft as contacts

  1. When this happensStep 1: New Visit

  2. Then do thisStep 2: Create/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
Try it

Connect DocSend + Infusionsoft by Keap in Minutes

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

All Triggers & Actions

InstantNew Link Created

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

InstantNew Space Download

Triggers when you get a new download event in Spaces.

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).

InstantNew Space Created

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

InstantNew Visit

Triggers when you get a new visit.

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.