Infusionsoft by Keap

Infusionsoft by Keap Integrations

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Infusionsoft by Keap Integration Details

Launched on Zapier September 21, 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 by Keap, 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 by Keap with Zapier:

  • Keep all your leads in one place. Create or update Infusionsoft by Keap 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 by Keap.
  • Keep track of your customer interactions and start to nurture your leads when you use Zapier to tag existing Infusionsoft by Keap contacts from new Acuity Scheduling appointments or Calendly meetings.

Zapier combines Triggers (like "New 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 by Keap Triggers, Searches, and Actions are supported by Zapier:

New Contact

Triggers when you add a new contact.

New Contact Action

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

Tag Added to Contact

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

New Expense

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

New Opportunity

Triggers when you add a new opportunity.

New Invoice

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

New Payment

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

New Subscription

Triggers when a contact subscribes to plan.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

New Action sequence

Triggered when a new action sequence is added.

New Affiliate

Triggers when you add a new affiliate.

New Company

Triggers when you add a new company.

Credit Card Charge

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

New Invoice

Triggers when you add a new invoice.

New Product

Triggers when you add a new product.

New Subscription Plan

Triggers when you add a new subscription plan.

New Tag

Triggers when you add a new tag.

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 Company

Create a new company.

Create Note

Creates a note on an existing contact

Create Order

Creates a new order.

Create Product

Create a new Product.

Update Contact

Updates an existing contact.

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

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