Infusionsoft Integrations

  • Create or update Infusionsoft contacts from new Facebook Lead Ads leads

    Don't run the risk of overlooking a potential customer just because you were too busy to add their information to all your apps—let Zapier send it wherever it needs to be. In particular, this Facebook Lead Ads-Infusionsoft integration will watch for any new leads on Facebook, triggering with each one and passing the data over to Infusionsoft automatically. If a match is found for your lead, the contact will be updated, otherwise, a new one will be created for you with all the information they submitted.

    How It Works

    1. Facebook Lead Ads captures a new lead
    2. Zapier automation creates a contact on Infusionsoft or updates a match

    What You Need

    • Facebook Lead Ads account
    • Infusionsoft account
  • Create Infusionsoft Contacts from new Acuity Scheduling appointments

    Capture new Infusionsoft contacts for your sales and marketing flows from Acuity Scheduling clients as they book appointments. Zapier can automatically add new Acuity Scheduling appointments to Infusionsoft, and optionally add your tags to refine the integration.

    Once you set up this Acuity Scheduling Infusionsoft integration, new client appointments from that point forward are individually added as new contacts in a campaign.

    How It Works

    1. A new Acuity Scheduling appointment is created.
    2. Zapier adds the appointment contact to Infusionsoft as a new contact

    What You Need

    • An Acuity Scheduling account
    • An Infusionsoft account
  • Create or update Infusionsoft contacts from new Typeform entries

    Using Typeform to collect contact data? Instead of manually adding each Typeform entry as a contact in Infusionsoft, Zapier can do it for you. Just setup this integration, and Zapier sill copy the data from your form entries and use it to make new Infusionsoft contacts.

    How It Works

    1. Zapier watches out for new Typeform entries
    2. When you get a new entry, Zapier creates a new Infusionsoft contact

    What You Need

    • Typeform account
    • Infusionsoft account
  • Create or update Infusionsoft contacts from new Calendly events

    Ever wished you could keep up with people after you have meetings with them? This Zapier integration takes care of that for you! Once set up, new Infusionsoft contacts will be created from Calendly events invitees.

    How It Works

    1. A new Calendly invitee is created
    2. Zapier creates or updates a contact in Infusionsoft

    What You Need

    • Calendly premium account
    • Infusionsoft account
  • Add new Eventbrite attendees to Infusionsoft as contacts

    Rather than exporting a CSV file of attendees to your CRM by hand, use Zapier to build your contact list automatically. After you set up this Eventbrite-Infusionsoft integration, new attendees from that point forwards are added to Infusionsoft, ensuring you can market to each one immediately.

    Note: This Zapier integration doesn't import already registered event attendees to your Infusionsoft account—only new attendees after you've set it up.

    How this Eventbrite-Infusionsoft integration works

    1. A new attendee registers for your event on Eventbrite
    2. Zapier adds that individual's info to Infusionsoft as a contact

    Apps involved

    • Eventbrite
    • Infusionsoft

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Infusionsoft Integration Details

Launched on Zapier September 21, 2012 · 4,854 active users

You have enough to do running a small business without worrying about manually keeping track of your customer information and marketing efforts. When you use Zapier with Infusionsoft, you can automatically update your leads and customer accounts. You can even communicate information about appointments and meetings to individual contacts, adding a level of personalization to your marketing.

Here are some creative ways to use Infusionsoft with Zapier:

  • Keep all your leads in one place. Create or update Infusionsoft contacts from new Facebook Lead Ads leads.
  • You want to stay in touch with your customers even after you make a sale. Add new Kajabi or Shopify customers—or any successful PayPal sales—to Infusionsoft.
  • Keep track of your customer interactions and start to nurture your leads when you use Zapier to tag existing Infusionsoft Contacts from new Acuity Scheduling appointments or Calendly meetings.

Zapier combines Triggers (like "Tag Added to Contact") and Actions (like "Create/Update Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Infusionsoft Triggers, Searches, and Actions are supported by Zapier:

Tag Added to Contact

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

New Opportunity

Triggers when you add a new opportunity.

New Subscription

Triggers when a contact subscribes to plan.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

New Contact

Triggers when you add a new contact.

New Invoice

Triggers when you add a new invoice (with line item support).

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

New Payment

Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

New Subscription Plan

Triggers when you add a new subscription plan.

New Company

Triggers when you add a new company.

New Tag

Triggers when you add a new tag.

New Action sequence

Triggered when a new action sequence is added.

New Product

Triggers when you add a new product.

New Affiliate

Triggers when you add a new affiliate.

New Invoice

Triggers when you add a new invoice.

Credit Card Charge

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

Create/Update Contact

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

Tag Existing Contact

Applies a tag to an existing contact.

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.

Create Note

Creates a note on an existing contact

Update Contact

Updates an existing contact.

Create Product

Create a new Product.

Create Company

Create a new company.

Create Order

Creates a new order.

Find a Contact

Find a Contact by their Email Address or Username.

Find an Invoice

Find an Invoice by specifying a Contact and Invoice details.

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