Infusionsoft by Keap
When this happens...
Infusionsoft by KeapNew Opportunity
Then do this...
QwilrCreate Project

Make sure deals are worked on as fast as possible by automating your workflow. This automation creates and pre-fills Qwilr templates using your CRM data once a new Infusionsoft opportunity is created. Save time from manual work, especially for highly uniform transactions and processes.

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft by Keap + Qwilr 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 Project

Creates a new project.

New Contact

Triggers when you add a new contact.

Create Note

Creates a note on 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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Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

See Qwilr Integrations