Need to pass along leads from marketing to sales? This Infusionsoft Salesforce integration makes it easy to do this by adding any new Infusionsoft contact to Salesforce as a contact.
Note: Works for any new contacts in Infusionsoft once turned on.
How It Works
- A new contact is created in Infusionsoft
- Zapier automatically creates the contact in Salesforce
What You Need
- Infusionsoft account
- Salesforce account
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Add new Salesforce contacts to Infusionsoft as contacts
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
- A new contact is added on Salesforce
- Zapier automatically updates a contact on Infusionsoft or creates a new one
It's easy to connect Infusionsoft by Keap + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a tag gets added to a contact for the first time.
Creates a new contact. Can be used to update existing contacts too.
Triggers when you add a new opportunity.
Applies a tag to an existing contact.
Triggers when a contact subscribes to plan.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Triggers when a contact unsubscribes from plan.
Create a new lead.
Triggers when you add a new contact.
Add a lead to a campaign.