Tag Infusionsoft contacts when they view a HelloSign document
When this happensStep 1: Signature Request Viewed
Then do thisStep 2: Tag Existing Contact
Infusionsoft is the backbone of your biz. Now you can keep track of or nudge contacts when they view HelloSign documents. With this integration, whenever a document is viewed in HelloSign you can add a tag to them in Infusionsoft. Keeping up to date has never been easier.
How this HelloSign-Infusionsoft integration works
- A form is viewed in HelloSign
- Zapier tags a contact in Infusionsoft