Sync contact data and automate CRM actions. Connect Infusionsoft and Microsoft Dynamics. Run workflows.
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Add Lead in Microsoft Dynamics on a New Contact in Infusionsoft
Add Contact in Microsoft Dynamics on a New Contact in Infusionsoft
Add Opportunity in Microsoft Dynamics on a New Opportunity in Infusionsoft
Send an Email in Infusionsoft on a New Contact in Microsoft Dynamics
Add Lead in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft
Send an Email in Infusionsoft on a New Lead in Microsoft Dynamics
Add Contact in Microsoft Dynamics on a New Tag added to Contact in Infusionsoft
Add Lead in Microsoft Dynamics on a New Opportunity in Infusionsoft
Looking for something else?
Connect Infusionsoft and Microsoft Dynamics the way you want. Start by selecting the trigger and action events listed here.
New Opportunity
Triggers when a new Opportunity is created
New Contact
Triggers when a new contact is created
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Invoice
Triggers when a new Invoice is created
New Tag added to Contact
Triggers when a new Tag is added to a Contact
New Company
Triggers when a new company is created in infusionsoft account
New Payment
Triggers when a new Payment is created
New Product
Triggers when a new product is created
Opportunity Stage Changed
Triggers when an Opportunity enters a specified stage
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.
New Contact
Triggers when a new Contact is added
New Lead
Triggers when a new Lead is added
New Account
Triggers when a new Account is added
New Opportunity
Triggers when a new Opportunity is added
Add Contact
Add a new Contact
Add Lead
Add a new Lead
Add Account
Add a new Account
Add Opportunity
Add a new Opportunity
Search Contacts
Search Contacts
Search Leads
Search Leads
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
Add a Company
Creates a new Company
Search a Product
Searches for products based on product Id or name
Add or Update a Product
Creates a new Product or updates an existing one
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 infusionsoftThis integration is currently in development and will be available soon.
Forms
Payments
Connect Infusionsoft and Microsoft Dynamics with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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