Infusionsoft by Keap
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Infusionsoft by KeapCreate/Update Contact

This integration will create new customers who have booked on Occasion, as contacts in your Infusionsoft account. Save yourself the time and effort of tedious manual data entry.

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When this happens...
then do this!
Tag Added to Contact

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

Create/Update Contact

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

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

New Subscription

Triggers when a contact subscribes to plan.

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.

Cancelled Subscription

Triggers when a contact unsubscribes from plan.

Create Note

Creates a note on an existing contact

New Contact

Triggers when you add a new contact.

Update Contact

Updates an existing contact.

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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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Occasion is a marketing and scheduling platform that allows group experience providers to acquire and re-engage customers.

See Occasion Integrations