When this happens...
InfusionsoftNew Contact
Then do this...
DropboxCreate Folder

You've got better things to do than search for contracts and other documentation when it's needed. Zapier can help by keeping everything organized by contact for you. Once this integration is all set up, it will trigger whenever you add a new contact on Infusionsoft, creating a new folder for them on Dropbox so you always know where to look in your archives.

How this Infusionsoft-Infusionsoft integration works

  1. A new contact is added on Infusionsoft
  2. Zapier automation creates a new folder on Dropbox

Apps involved

  • Infusionsoft
  • Dropbox
Premium
Infusionsoft is a Premium integration on Zapier.

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

When this happens...
then do this!
New File in Folder

Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 4000.

Create or Append to Text File

Adds a new line to an existing text file, or creates a file if it doesn't exist.

Tag Added to Contact

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

Upload File

Upload an existing file or attachment not bigger than 100 MB.

New Opportunity

Triggers when you add a new opportunity.

Create Text File

Creates a brand new text file from plain text content you specify.

New Subscription

Triggers when a contact subscribes to plan.

Create/Update Contact

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

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Tag Existing Contact

Applies a tag to an existing contact.

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Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

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