Create a Trello card when an Infusionsoft contact is tagged

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
Create a Trello card when an Infusionsoft contact is tagged
Infusionsoft integration logo

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Trello integration logo

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

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