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Keap Max Classic + Pipedrive

Tag Infusionsoft contacts when new deals are added to a stage on Pipedrive

  1. When this happens

    Step 1: Deal Matching Filter

  2. Then do this

    Step 2: Tag Existing Contact

Want to make sure you can spot the important names at a glance on both Pipedrive and Infusionsoft? Set up this automation to mark them all when their related matures hit the point you care about. It will trigger whenever a new deal is detected at a particular stage of a pipeline on Pipedrive, automatically tagging the matching contact on Infusionsoft so you can spot them immediately.

How this Pipedrive-Infusionsoft integration works

  1. A deal is added to a stage on Pipedrive
  2. Zapier automation tags a contact on Infusionsoft

Apps involved

  • Pipedrive
  • Infusionsoft

Supported triggers and actions

What does this mean?
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keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

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

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Marketing Automation

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

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