Infusionsoft
When this happens...
PipedriveDeal Matching Filter
Then do this...
InfusionsoftTag Existing Contact

Want to make sure you can spot the important names at a glance on both Pipedrive and Infusionsoft? Set up this automation to mark them all when their related matures hit the point you care about. It will trigger whenever a new deal is detected at a particular stage of a pipeline on Pipedrive, automatically tagging the matching contact on Infusionsoft so you can spot them immediately.

How this Pipedrive-Infusionsoft integration works

  1. A deal is added to a stage on Pipedrive
  2. Zapier automation tags a contact on Infusionsoft

Apps involved

  • Pipedrive
  • Infusionsoft
Premium
Infusionsoft is a Premium integration on Zapier.

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It's easy to connect Infusionsoft + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

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 Person

Creates a new person.

New Contact

Triggers when you add a new contact.

Create Deal

Creates a new deal.

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Become a Zapier Integration Partner

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

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

See Pipedrive Integrations