When this happens...
InfusionsoftTag Added to Contact (Legacy)
Then do this...
SmartsheetAdd Row to Sheet

If you've ever wanted to keep or manage contacts in a spreadsheet, Zapier can help eliminate a lot of that manual work. By connecting Smartsheet to Infusionsoft via Zapier, you can tag any contact within Infusionsoft and automatically send their information right over to Smartsheet.

How it works

  1. You tag a contact in Infusionsoft
  2. Zapier automatically adds a new row to a Smartsheet

What you'll need

  • Smartsheet account
  • Infusionsoft account
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Infusionsoft + Smartsheet 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.

Add Row to Sheet

Add a row to a sheet.

New Contact

Triggers when you add a new contact.

Send Sheet

Send a sheet via email (as PDF or Excel).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.

Smartsheet is an intuitive online project management tool enabling teams to increase productivity using cloud, collaboration, and mobile technologies.