The name of the tag exactly as it appears in Infusionsoft. If you list multiple Tags, this Zap will trigger for the first one it detects, and won't trigger again. If you'd like your automation to trigger for each Tag, you'll need to create a separate Zap per Tag.

Select (or enter IDs of) one or more tags. 

Defaults to "yes". Select "no" if you want your Zap to trigger every time any of the tags are assigned to a contact.

If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.

If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.

If selected, this action set will run after the contact is made

If enabled and a match is found, existing contact will be updated.

Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.

A list of tags to apply to the contact (e.x. new contact, good). **Tags that do not exist in Infusionsoft will be ignored.**

If you have an extended zip code, put the last four digits (those after the hyphen) here.

This email will be how we search for and tag an existing contact.

A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.

Choose contacts who this email will be sent to.

Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.

Choose "HTML" if you include an HTML Body above, else choose "Text".

The HTML content of the body of the email being sent.

The Plain Text content of the body of the email being sent.

Select a Product and/or a Subscription Plan in the field below.

Select a Subscription Plan and/or a Product in the field above.

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

You have enough to do running a small business without worrying about manually keeping track of your customer information and marketing efforts. When you use Zapier with Keap, you can automatically update your leads and customer accounts. You can even communicate information about appointments and meetings to individual contacts, adding a level of personalization to your marketing. 

Here are some creative ways to use Keap with Zapier:

Keep all your leads in one place. Create or update Keap contacts from new Facebook Lead Ads leads.

You want to stay in touch with your customers even after you make a sale. Add new Kajabi or Shopify customers—or any successful PayPal sales—to Keap.

Keep track of your customer interactions and start to nurture your leads when you use Zapier to tag existing Keap contacts from new Acuity Scheduling appointments or Calendly meetings.

Keap Max Classic

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Inbound now builds Marketing Plugins for WordPress and does Custom WordPress Development with a heavy emphasis on marketing & conversion rate optimization.

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Intercom is the Engagement OS, an open channel between customer and business that is in the product, in the moment, and on their terms. We break down silos, unifying data and systems to create an ongoing dialogue, so companies can make the most of every opportunity.

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