Infusionsoft by Keap
When this happens...
SalesforceNew Contact
Then do this...
Infusionsoft by KeapCreate/Update Contact

Whether you're receiving new contact information on Salesforce or just adding additional details, this integration with Infusionsoft can make sure you're never missing anyone. Once active, every new Salesforce contact you add will trigger this automation, either updating a corresponding contact on Infusionsoft or creating an entirely new one for you automatically.

How this Salesforce-Infusionsoft integration works

  1. A new contact is added on Salesforce
  2. Zapier automatically updates a contact on Infusionsoft or creates a new one

Apps involved

  • Salesforce
  • Infusionsoft

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft by Keap + Salesforce 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 Lead

Create a new lead.

New Contact

Triggers when you add a new contact.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

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

Learn More

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations