Update for Infusionsoft: Create Notes to Store Data about Your Contacts

Carlin Sack
Carlin Sack / September 13, 2016

Store all data about your contacts—including notes—in Infusionsoft, so you can easily reference it later without searching through other tools. Now, Zapier can automatically add notes to your Infusionsoft contacts, so you don't have to worry about manually typing them or forgetting to input them.

What's New with Infusionsoft

New Actions

  • Create Note: Use Zaps to automatically create notes for Infusionsoft contacts.

How to Automate Infusionsoft with Zapier

  1. Make sure you have a Zapier account and an Infusionsoft account

  2. Try some pre-made Infusionsoft integrations and learn more about how Infusionsoft works with Zapier

  3. Check out our Infusionsoft help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with Infusionsoft and Zapier