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
  • Add new Kajabi customers to Infusionsoft

    Copying contact data between apps is a pain. Let us handle it, and save your time for work that matters. After you've configured this integration, it will trigger with each new purchase made made on Kajabi, automatically copying your customer's details into Infusionsoft so you're never missing anyone, wherever you look.

    How this Kajabi-Infusionsoft integration works

    1. A new purchase is made on Kajabi
    2. Zapier adds your customer to Infusionsoft

    Apps involved

    • Kajabi
    • Infusionsoft
  • Add new rows to Google Sheets by tagging Infusionsoft contacts

    If you want to view your Infusionsoft contacts on a spreadsheet, use Zapier to automatically add tagged Infusionsoft contacts to Google Sheets. Once you tag a contact, they will be automatically added to Google Sheets in new rows. That'll give you an easy way to export all of your contacts with a particular tag.

    How It Works

    1. You tag a contact in Infusionsoft
    2. Zapier adds the contact to Google Sheets

    What You Need

    • Infusionsoft account
    • Google Sheets account with a spreadsheet for your contacts
  • Tag existing Infusionsoft Contacts from new Acuity Scheduling appointments

    Infusionsoft marketing comes into its own when you use tags. Use Zapier to start automatically tagging Infusionsoft contacts if they book an Acuity Scheduling appointment. Once you set up this Acuity Scheduling Infusionsoft integration, new appointment clients from that point forward are individually tagged in Infusionsoft.

    Be sure that the contacts have already been added to Infusionsoft; if not, use this integration to add contacts from Acuity Scheduling to Infusionsoft automatically.

    How It Works

    1. A new Acuity Scheduling appointment is created.
    2. Zapier tags that contact in Infusionsoft with an appointment specific tag

    What You Need

    • An Acuity Scheduling account
    • An Infusionsoft account
  • Create or update Infusionsoft contacts with new contact activity on ClickFunnels

    You've got better things to do than copying contact info between apps. Once this automation is active, Zapier will either create or update a contact on Infusionsoft when there is new activity in your ClickFunnels contacts, letting you keep your accounts up to date with the same information automatically.

    How this ClickFunnels-Infusionsoft integration works

    1. New contact activity happens in ClickFunnels
    2. Zapier adds a new contact in Infusionsoft

    Apps involved

    • ClickFunnels
    • Infusionsoft
  • Add new Kajabi form submissions to Infusionsoft

    Kajabi forms are a great way to gather info from your followers and make sure they purchase your products. But first, you'll have to nurture the relationship, which is why you'll want to add the people who fill out your forms to your CRM. This integration will automatically contacts to Infusionsoft whenever they fill out your Kajabi form, so you can focus on building relationships and driving sales without manual entry.

    How this Kajabi-Infusionsoft integration works

    1. A new form entry is made on Kajabi
    2. Zapier adds a new contact to Infusionsoft

    Apps involved

    • Kajabi
    • Infusionsoft
  • Add new Shopify customers to Infusionsoft as a new contacts

    Organize your contacts by keeping them all in one place for better CRM management. This Zapier automation will import new Shopify customers into your Infusionsoft app as new contacts. Infusionsoft will be the one place for all of your contacts, with new customer info coming in automatically so you'll never have to copy and paste anything.

    Note: This Zapier integration doesn't import already existing customers into Infusionsoft, only new customers after you've set it up.

    How It Works

    1. Gain a new customer in Shopify
    2. Zapier creates a new contact in Infusionsoft.

    What You Need

    • Shopify account
    • Infusionsoft account
  • Add new contacts to Infusionsoft from Gravity Forms submissions

    You can use Zapier to automatically add new contacts to Infusionsoft whenever someone submits their information on Gravity Forms. Once this integration is set up, you will not need to worry about manually transcribing customer information from Gravity Forms. It's the perfect way to connect your Gravity Forms contact or order forms to your Infusionsoft CRM.

    How It Works

    1. Contact information is submitted to a Gravity Forms form
    2. Zapier adds the contact to Infusionsoft

    What You Need

    • Gravity Forms
    • Infusionsoft account
  • Add new tagged Infusionsoft contacts to GoToWebinar as registrants

    If you want to automatically register contacts to a GoToWebinar event, you can use Zapier to tag and register contacts from Infusionsoft. Once you tag a customer with a specific tag, they will be registered to a webinar.

    How It Works

    1. You tag a contact in Infusionsoft
    2. Zapier registers that contact for a webinar on GoToWebinar

    What You Need

    • Infusionsoft account
    • GoToWebinar account
  • Tag existing Infusionsoft contacts from new Calendly meetings

    After an invitee schedules a meeting with you, oftentimes you might want to make note of that in your CRM. One simple Zapier automation can handle that for you, so you'll never need to stress about keeping tabs of who you've spoken with ever again.

    Note: This integration only works for contacts that already exist in Infusionsoft.

    How It Works

    1. A new Calendly invitee is created
    2. Zapier tags that contact in Infusionsoft with an appointment tag

    What You Need

    • Calendly premium account
    • Infusionsoft account
  • Create Infusionsoft contacts for new successful sales in PayPal

    Knowing who your customers are and how to contact them is essential to growing your business, but manually adding to a contact list can take precious time. Use this Zapier integration to automatically create a contact in Infusionsoft whenever a successful sale is completed in PayPal.

    How It Works

    1. A successful sale is completed in PayPal
    2. Zapier creates a contact in Infusionsoft

    What You Need

    • PayPal account
    • Infusionsoft account
  • Add Infusionsoft contacts from updated rows on Google Sheets

    Not all contacts are worth storing on your CRM. Set up this Google Sheets-Infusionsoft and you'll be able to flag the ones that are easily. Every row you update on Google Sheets will then be sent to Infusionsoft, creating a new contact or updating them if they exist. Focus this Zap on changes only to a specific cell, and you'll be able to check off contacts in a preexisting list at will!

    How It Works

    1. A Google Sheets row is updated
    2. Zapier automation creates or updates a contact on Infusionsoft

    What You Need

    • Google Sheets account
    • Infusionsoft account
  • Add MailChimp subscribers as Infusionsoft contacts

    If you use Infusionsoft to manage your customer marketing, you can automatically add contacts when they subscribe to a MailChimp campaign. Zapier will automatically add a contact whenever a new subscriber is added to MailChimp. That way, you'll be able to easily follow up with anyone who subscribes to your email newsletters in MailChimp.

    How It Works

    1. Contact information is submitted to MailChimp
    2. Zapier adds the contact to Infusionsoft

    What You Need

    • MailChimp account
    • Infusionsoft account
  • Add new Teachable users to Infusionsoft

    Don't waste your time copying names between your different platforms. Zapier automation can handle tasks like that for you, saving time for more important work. This integration in particular will trigger with every new user you add on Teachable, and pass their details over to Infusionsoft, where a new contact will be added for them as well.

    How this Teachable-Infusionsoft integration works

    1. A new user is added inside your Teachable school (via a sale, sign up, or manual import).
    2. The new user gets automatically added as a new contact in Infusionsoft.

    Apps Involved

    • Teachable account
    • Infusionsoft account
  • Create Infusionsoft contacts from new ManyChat subscribers

    Want to keep you contact lists up-to-date? This workflow enables you to add your ManyChat subscribers to you Infusionsoft contacts list. Ask your subscriber for their email address in a ManyChat conversation and save their reply in a User Custom Field. Then, Zapier will automatically transfer your subscribers to your contacts in Infusionsoft.

    How this ManyChat-Infusionsoft integration works

    1. New or updated email address in subscriber's User Custom Field in ManyChat
    2. Zapier creates or updates a contact in Infusionsoft

    Apps involved

    • ManyChat
    • Infusionsoft
  • Save Stripe charges as new or updated Infusionsoft contacts

    Automate your customer relations and have more time to focus on customer happiness by utilizing this Stripe Infusionsoft integration to create (or update) Infusionsoft contacts based on new Stripe charges, dynamically. After you set up this integration, every time there is a new Stripe charge, a new contact is created or updated in Infusionsoft.

    How It Works

    1. A charge happens in Stripe
    2. Zapier creates a new Infusionsoft contact

    What You Need

    • Stripe account
    • Infusionsoft account
  • Add new GoToWebinar registrants to Infusionsoft as contacts

    Need an easy way to do automated lead nurturing post webinar? This GoToWebinar Infusionsoft integration will automatically add your GoToWebinar registrants to Infusionsoft so you can setup post webinar lead nurturing email streams.

    How it Works

    1. Someone registers for the GoToWebinar event
    2. Zapier automatically adds that contact to Infusionsoft

    What You Need

    • A GoToWebinar account
    • An Infusionsoft account
  • Add new Infusionsoft contacts from webhooks

    If you use webhooks that capture contact information, Zapier can automatically add a concact to Infusionsoft for you from your webhook data. Once the webhook is activated, Zapier will automatically extract the necessary information from the webhook and add it to Infusionsoft as a contact.

    How It Works

    1. Zapier catches a webhook containing contact information
    2. Zapier adds the contact to Infusionsoft

    What You Need

    • Webhooks URL
    • Infusionsoft account
  • Tag Infusionsoft contacts when they sign up as Eventbrite attendees

    If you want to know more about how engaged your contacts are, set up this Zap that will automatically tag Infusionsoft contacts if they sign up for Eventbrite events. That way, you can keep all your contact data consolidated in your CRM and use it to make well-informed decisions.

    How It Works

    1. A new attendee signs up for an Eventbrite event
    2. Zapier tags an existing contact in Infusionsoft

    What You Need

    • Eventbrite account
    • Infusionsoft account
  • Send Slack messages for new tagged Infusionsoft contacts

    Don't let your sales or networking be a mystery to the rest of the team. Everyone can know what's happening on your CRM without your effort—just set up this Infusionsoft-Slack integration. After that you can sit back as Zapier does the work, automatically posting messages with your tagged contacts' details to any Slack channel you like, keeping everyone in the loop.

    How this Infusionsoft-Slack integration works

    1. A contact is tagged on Infusionsoft
    2. Zapier posts a message to a Slack channel

    Apps involved

    • Infusionsoft
    • Slack
  • Add new Zoom webinar registrants by tagging them in Infusionsoft

    If you want to automatically register contacts to a Zoom webinar, you can use Zapier to tag and register contacts from Infusionsoft. Once you tag a customer with a specific tag, they will be registered to a webinar.

    How It Works

    1. You tag a contact in Infusionsoft
    2. Zapier registers that contact for a webinar on Zoom

    What You Need

    • Zoom account
    • Infusionsoft account

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Infusionsoft Integration Details
Premium

Launched on Zapier September 22, 2012

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.