Infusionsoft Integrations

Connect Infusionsoft with your favourite apps

Automate your small business sales and marketing, while combining your CRM, email marketing, lead capture and e-commerce in one place.

Popular Infusionsoft Integrations

facebook-lead-ads infusionsoft

Add new Facebook leads to Infusionsoft as contacts

Adding Facebook leads to your CRM is crucial, but is also very monotonous and time-consuming. The solution?—this readymade Facebook Lead Ads to Infusionsoft integration template. With this integration, every new Facebook lead gets automatically added to your Infusionsoft contacts list. You can map contact fields such as First name, Last name, Email, Phone, etc. from Facebook to the relevant fields on Infusionsoft. Once you setup this workflow, you will have a lot more time to do what’s important for your business—converting more leads. So, just connect your Facebook lead ads & Infusionsoft accounts in Automate.io, activate this Bot and you are done!

How it works

  • Step 1:

    This Bot runs whenever there is a new lead on Facebook.

  • Step 2:

    It will be added as a contact on Infusionsoft.

Read More
Infusionsoft Salesforce

Add or Update a Contact in Salesforce on a New Contact in Infusionsoft

Infusionsoft Google Contacts

Add or Update a contact in Google Contacts on a New Contact in Infusionsoft

Infusionsoft Google Sheets

Add a Row in Google Sheets on a New Contact in Infusionsoft

Infusionsoft HubSpot CRM

Add a Deal in HubSpot CRM on a New Opportunity in Infusionsoft

Infusionsoft Microsoft Dynamics

Add Contact in Microsoft Dynamics on a New Contact in Infusionsoft

Infusionsoft LivePerson

Send Message to User in LivePerson on a New Contact in Infusionsoft

Infusionsoft Gmail

Send an email in Gmail on a New Contact in Infusionsoft

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Things You Can Do With Infusionsoft

Triggers

  • Modified Opportunity

    Triggers when a Opportunity is modified
  • New Opportunity

    Triggers when a Opportunity is created
  • New Order

    Triggers when a Order is created
  • New Invoice

    Triggers when a new Invoice is created
  • Contact Modified

    Triggers when a contact is modified
  • New Note

    Triggers when a new Note is created
  • New Company

    Triggers when a new company is created in infusionsoft account
  • New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • New Contact

    Triggers when a new Contact is created
  • New Product

    Triggers when a new Product is created
  • Company Modified

    Triggers when a company is modified
  • New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • New Task

    Triggers when a new Task is created
  • Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • New Payment

    Triggers when a new Payment is created
  • New Subscription

    Triggers when a new subscription is created
  • New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.

Actions

  • Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Send an Email

    Send an Email
  • Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Search a Contact

    Search for a contact based on Email Address
  • Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Search a Product

    Searches for products based on product Id or name
  • Add a Company

    Creates a new Company
  • Add or Update a Product

    Creates a new Product or updates an existing one
  • Add an Order

    Creates a new Order
  • Add an Order

    Creates a new Order
  • Add a Note

    Creates a new Note
  • Tag a Contact

    Tags a Contact
  • Send Email From Template

    Send email using templates in infusionsoft

Create Infusionsoft Workflows

Typeform
Wufoo
Google Forms

Forms

Infusionsoft Workflow
Salesforce
LivePerson
Microsoft Dynamics

CRM

Run workflows spanning across your Forms, Infusionsoft and CRM apps. Trigger workflows automatically when things happen in any of the apps.

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