Infusionsoft by Keap
When this happens...
Infusionsoft by KeapTag Added to Contact
Then do this...
TrelloCreate Card

Don't overwhelm yourself with the things you need to do from your sales meetings and marketing campaigns. With the Infusionsoft to Trello automation, every time you create new tag a contact in Infusionsoft, Zapier will create new cards in Trello. This integration helps you remember what's going on in your customer management, and will make sure you followup on your most important contacts. All you'll have to do is add a tag to a contact and Zapier will turn it into a Trello card automatically.

How It Works

  1. Tag a contact in Infusionsoft
  2. Zapier creates a card in Trello

What You Need

  • Infusionsoft account
  • Trello account

Why Zapier?


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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