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Add or update contacts on Infusionsoft for new ones on SetMore Appointments

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create/Update Contact

Tired of copying the same contact information into your system multiple times? That's easy to avoid with a little Zapier automation here and there. This SetMore Appointments Infusionsoft integration, once active, will trigger with each new contact detected on SetMore Appointments, adding a new contact to Infusionsoft or updating an existing match as a result.

How It Works

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

What You Need

  • SetMore Appointments account
  • Infusionsoft account
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Connect Infusionsoft by Keap + Setmore Appointments in Minutes

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

All Triggers & Actions

New Action sequence

Triggered when a new action sequence is added.

New Company

Triggers when you add a new company.

New Contact Action

Triggers when you add a new action for a contact (task, note, or appointment).

Credit Card Charge

Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

New Invoice

Triggers when you add a new invoice.

New Affiliate

Triggers when you add a new affiliate.

New Contact

Triggers when you add a new contact.

Tag Added to Contact

Triggers when a tag gets added to a contact.

New Expense

Triggers when you add a new expense for an opportunity or leadsource.

New Opportunity

Triggers when you add a new opportunity.

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