Infusionsoft Integrations

Copying contact data between apps is a pain. Let us handle it, and save your time for work that matters. After you've configured this integration, it will trigger with each new purchase made made on Kajabi, automatically copying your customer's details into Infusionsoft so you're never missing anyone, wherever you look.

How this Kajabi-Infusionsoft integration works

1. A new purchase is made on Kajabi
2. Zapier adds your customer to Infusionsoft

Apps involved

• Kajabi
• Infusionsoft

If you want to view your Infusionsoft contacts on a spreadsheet, use Zapier to automatically add tagged Infusionsoft contacts to Google Sheets. Once you tag a contact, they will be automatically added to Google Sheets in new rows. That'll give you an easy way to export all of your contacts with a particular tag.

How It Works

1. You tag a contact in Infusionsoft
2. Zapier adds the contact to Google Sheets

What You Need

• Infusionsoft account
• Google Sheets account with a spreadsheet for your contacts

Infusionsoft marketing comes into its own when you use tags. Use Zapier to start automatically tagging Infusionsoft contacts if they book an Acuity Scheduling appointment. Once you set up this Acuity Scheduling Infusionsoft integration, new appointment clients from that point forward are individually tagged in Infusionsoft.

Be sure that the contacts have already been added to Infusionsoft; if not, use this integration to add contacts from Acuity Scheduling to Infusionsoft automatically.

How It Works

1. A new Acuity Scheduling appointment is created.
2. Zapier tags that contact in Infusionsoft with an appointment specific tag

What You Need

• An Acuity Scheduling account
• An Infusionsoft account

You've got better things to do than copying contact info between apps. Once this automation is active, Zapier will either create or update a contact on Infusionsoft when there is new activity in your ClickFunnels contacts, letting you keep your accounts up to date with the same information automatically.

How this ClickFunnels-Infusionsoft integration works

1. New contact activity happens in ClickFunnels
2. Zapier adds a new contact in Infusionsoft

Apps involved

• ClickFunnels
• Infusionsoft

Kajabi forms are a great way to gather info from your followers and make sure they purchase your products. But first, you'll have to nurture the relationship, which is why you'll want to add the people who fill out your forms to your CRM. This integration will automatically contacts to Infusionsoft whenever they fill out your Kajabi form, so you can focus on building relationships and driving sales without manual entry.

How this Kajabi-Infusionsoft integration works

1. A new form entry is made on Kajabi
2. Zapier adds a new contact to Infusionsoft

Apps involved

• Kajabi
• Infusionsoft

Organize your contacts by keeping them all in one place for better CRM management. This Zapier automation will import new Shopify customers into your Infusionsoft app as new contacts. Infusionsoft will be the one place for all of your contacts, with new customer info coming in automatically so you'll never have to copy and paste anything.

Note: This Zapier integration doesn't import already existing customers into Infusionsoft, only new customers after you've set it up.

How It Works

1. Gain a new customer in Shopify
2. Zapier creates a new contact in Infusionsoft.

What You Need

• Shopify account
• Infusionsoft account

You can use Zapier to automatically add new contacts to Infusionsoft whenever someone submits their information on Gravity Forms. Once this integration is set up, you will not need to worry about manually transcribing customer information from Gravity Forms. It's the perfect way to connect your Gravity Forms contact or order forms to your Infusionsoft CRM.

How It Works

1. Contact information is submitted to a Gravity Forms form
2. Zapier adds the contact to Infusionsoft

What You Need

• Gravity Forms
• Infusionsoft account

If you want to automatically register contacts to a GoToWebinar event, you can use Zapier to tag and register contacts from Infusionsoft. Once you tag a customer with a specific tag, they will be registered to a webinar.

How It Works

1. You tag a contact in Infusionsoft
2. Zapier registers that contact for a webinar on GoToWebinar

What You Need

• Infusionsoft account
• GoToWebinar account

After an invitee schedules a meeting with you, oftentimes you might want to make note of that in your CRM. One simple Zapier automation can handle that for you, so you'll never need to stress about keeping tabs of who you've spoken with ever again.

Note: This integration only works for contacts that already exist in Infusionsoft.

How It Works

1. A new Calendly invitee is created
2. Zapier tags that contact in Infusionsoft with an appointment tag

What You Need

• Calendly premium account
• Infusionsoft account

Knowing who your customers are and how to contact them is essential to growing your business, but manually adding to a contact list can take precious time. Use this Zapier integration to automatically create a contact in Infusionsoft whenever a successful sale is completed in PayPal.

How It Works

1. A successful sale is completed in PayPal
2. Zapier creates a contact in Infusionsoft

What You Need

• PayPal account
• Infusionsoft account

Not all contacts are worth storing on your CRM. Set up this Google Sheets-Infusionsoft and you'll be able to flag the ones that are easily. Every row you update on Google Sheets will then be sent to Infusionsoft, creating a new contact or updating them if they exist. Focus this Zap on changes only to a specific cell, and you'll be able to check off contacts in a preexisting list at will!

How It Works

1. A Google Sheets row is updated
2. Zapier automation creates or updates a contact on Infusionsoft

What You Need

• Google Sheets account
• Infusionsoft account

If you use Infusionsoft to manage your customer marketing, you can automatically add contacts when they subscribe to a MailChimp campaign. Zapier will automatically add a contact whenever a new subscriber is added to MailChimp. That way, you'll be able to easily follow up with anyone who subscribes to your email newsletters in MailChimp.

How It Works

1. Contact information is submitted to MailChimp
2. Zapier adds the contact to Infusionsoft

What You Need

• MailChimp account
• Infusionsoft account

Don't waste your time copying names between your different platforms. Zapier automation can handle tasks like that for you, saving time for more important work. This integration in particular will trigger with every new user you add on Teachable, and pass their details over to Infusionsoft, where a new contact will be added for them as well.

How this Teachable-Infusionsoft integration works

1. A new user is added inside your Teachable school (via a sale, sign up, or manual import).
2. The new user gets automatically added as a new contact in Infusionsoft.

Apps Involved

• Teachable account
• Infusionsoft account

Want to keep you contact lists up-to-date? This workflow enables you to add your ManyChat subscribers to you Infusionsoft contacts list. Ask your subscriber for their email address in a ManyChat conversation and save their reply in a User Custom Field. Then, Zapier will automatically transfer your subscribers to your contacts in Infusionsoft.

How this ManyChat-Infusionsoft integration works

1. New or updated email address in subscriber's User Custom Field in ManyChat
2. Zapier creates or updates a contact in Infusionsoft

Apps involved

• ManyChat
• Infusionsoft

Automate your customer relations and have more time to focus on customer happiness by utilizing this Stripe Infusionsoft integration to create (or update) Infusionsoft contacts based on new Stripe charges, dynamically. After you set up this integration, every time there is a new Stripe charge, a new contact is created or updated in Infusionsoft.

How It Works

1. A charge happens in Stripe
2. Zapier creates a new Infusionsoft contact

What You Need

• Stripe account
• Infusionsoft account

Need an easy way to do automated lead nurturing post webinar? This GoToWebinar Infusionsoft integration will automatically add your GoToWebinar registrants to Infusionsoft so you can setup post webinar lead nurturing email streams.

How it Works

1. Someone registers for the GoToWebinar event
2. Zapier automatically adds that contact to Infusionsoft

What You Need

• A GoToWebinar account
• An Infusionsoft account

If you use webhooks that capture contact information, Zapier can automatically add a concact to Infusionsoft for you from your webhook data. Once the webhook is activated, Zapier will automatically extract the necessary information from the webhook and add it to Infusionsoft as a contact.

How It Works

1. Zapier catches a webhook containing contact information
2. Zapier adds the contact to Infusionsoft

What You Need

• Webhooks URL
• Infusionsoft account

If you want to know more about how engaged your contacts are, set up this Zap that will automatically tag Infusionsoft contacts if they sign up for Eventbrite events. That way, you can keep all your contact data consolidated in your CRM and use it to make well-informed decisions.

How It Works

1. A new attendee signs up for an Eventbrite event
2. Zapier tags an existing contact in Infusionsoft

What You Need

• Eventbrite account
• Infusionsoft account

Don't let your sales or networking be a mystery to the rest of the team. Everyone can know what's happening on your CRM without your effort—just set up this Infusionsoft-Slack integration. After that you can sit back as Zapier does the work, automatically posting messages with your tagged contacts' details to any Slack channel you like, keeping everyone in the loop.

How this Infusionsoft-Slack integration works

1. A contact is tagged on Infusionsoft
2. Zapier posts a message to a Slack channel

Apps involved

• Infusionsoft
• Slack

If you want to automatically register contacts to a Zoom webinar, you can use Zapier to tag and register contacts from Infusionsoft. Once you tag a customer with a specific tag, they will be registered to a webinar.

How It Works

1. You tag a contact in Infusionsoft
2. Zapier registers that contact for a webinar on Zoom

What You Need

• Zoom account
• Infusionsoft account