Infusionsoft by Keap
When this happens...
TrelloNew Activity
Then do this...
Infusionsoft by KeapTag Existing Contact

If your project decisions affect your customers and contacts, keeping them linked directly is the best way to avoid delays and confusion. This Zap, once active, will trigger whenever specific activity happens on Trello, automatically tagging an Infusionsoft contact when it does so you can always identify them as needed.

Note: Customize this Zap to fit your specific workflow: You can watch all your boards, or even just a specific list, and use Filters to make sure only specific mentions of your keywords trigger the automation.

How this Trello-Infusionsoft integration works

  1. New activity happens on Trello
  2. Zapier automation tags a new contact on Infusionsoft

Apps involved

  • Trello
  • Infusionsoft

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It's easy to connect Infusionsoft by Keap + Trello 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 List

Adds a new list on a specific board.

New Contact

Triggers when you add a new contact.

Create Board

Creates a new board.

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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.

Learn More

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

See Trello Integrations

Connect Infusionsoft by Keap + Trello

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