Greetly
When this happens...
Infusionsoft by KeapCreate/Update Contact

Looking to grow your CRM database? Automatically push Greetly iPad receptionist check-ins to Infusionsoft. When someone checks in to visit an employee, for a tour, an interview or anything else you can imagine, with this integration an Infusionsoft contact will be created. If they are already in the directory, their contact information will be updated with new information.

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

When this happens...
then do this!
Tag Added to Contact

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

Create/Update Contact

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

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

New Subscription

Triggers when a contact subscribes to plan.

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.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Create User

Creates a new user.

New Contact

Triggers when you add a new contact.

Update User

Updates a user.

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Greetly is a digital receptionist app that greets visitors to your workplace.

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