When this happens...
InfusionsoftTag Added to Contact (Legacy)
Then do this...
QuickBooks OnlineCreate Customer

Tags are one of the most powerful segmentation tools in Infusionsoft, segmenting your contacts into very specific lists. You can use this capability to trigger Zapier to automatically create new QuickBooks Online customers from Infusionsoft contacts when they are tagged with a specific tag.

Note: This Zapier integration doesn't create customers from existing "tagged" Infusionsoft contacts, only contacts who are tagged after you've set it up.

How It Works

  1. A specific Infusionsoft tag is added to a contact
  2. Zapier adds that contact data to QuickBooks Online as a new customer

What You Need

  • Infusionsoft account and specific tag created
  • QuickBooks Online account
Premium
Infusionsoft is a Premium integration on Zapier.
Premium
QuickBooks Online is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

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

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

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

Infusionsoft
Create/Update Contact

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

Infusionsoft
New Opportunity

Triggers when you add a new opportunity.

Infusionsoft
Tag Existing Contact

Applies a tag to an existing contact.

Infusionsoft
New Subscription

Triggers when a contact subscribes to plan.

Infusionsoft
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.

Infusionsoft
Cancelled Subscription

Triggers when a contact unsubscribes from plan.

QuickBooks Online
Create Customer

Adds a new customer.

Infusionsoft
New Contact

Triggers when you add a new contact.

QuickBooks Online
Create Sales Receipt

Adds a new sales receipt (with line item support).

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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.

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.