Infusionsoft Integrations
Do More With Infusionsoft
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
- Facebook Lead Ads captures a new lead
- 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
- A new Acuity Scheduling appointment is created.
- 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
- Zapier watches out for new Typeform entries
- 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
- A new Calendly invitee is created
- 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
- A new attendee registers for your event on Eventbrite
- Zapier adds that individual's info to Infusionsoft as a contact
Apps involved
- Eventbrite
- Infusionsoft
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Infusionsoft Integration DetailsPremium
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:
Triggers when a tag gets added to a contact for the first time.
Triggers when you add a new opportunity.
Triggers when a contact subscribes to plan.
Triggers when a contact unsubscribes from plan.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new action for a contact (task, note, or appointment).
Triggers when you add a new expense for an opportunity or leadsource.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new subscription plan.
Triggers when you add a new company.
Triggers when you add a new tag.
Triggered when a new action sequence is added.
Triggers when you add a new product.
Triggers when you add a new affiliate.
Triggers when you add a new invoice.
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Creates a new contact. Can be used to update existing contacts too.
Applies a tag to an existing contact.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Creates a note on an existing contact
Updates an existing contact.
Create a new Product.
Create a new company.
Creates a new order.
Find a Contact by their Email Address or Username.
Find an Invoice by specifying a Contact and Invoice details.
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