Are you looking for ways to streamline your business processes and save time? Zapier and Infusionsoft are two powerful automation tools that can help you do just that. Zapier allows you to connect different web services and automate your tasks, while Infusionsoft helps you streamline your customer relationship management (CRM) and marketing efforts.
In this article, we’ll cover how to use Zapier and Infusionsoft to automate your business processes.
1. Get Started With Zapier
First, sign up for a Zapier account. This will give you access to the various types of “zaps” (automations) you can set up. You can choose from hundreds of different zaps, from sending notifications to creating workflows.
Once you’ve chosen a zap, you need to connect it to the web services you want to automate. This is done by selecting the two services you want to connect, and then entering your login information for each of them. Once connected, you can then configure what data the zap will transfer between the two services.
2. Connect Infusionsoft With Zapier
Once you’ve set up your Zapier account, you can then connect Infusionsoft. Infusionsoft is a powerful CRM and marketing automation tool that allows you to automate email campaigns, customer segmentation, and more.
To connect Infusionsoft with Zapier, log into your Infusionsoft account and then click on “Settings”. From there, select “Integrations” and then choose “Zapier”. Once you’ve done this, you can then enter your Zapier account information.
Once connected, you can then configure the zaps you want to use with Infusionsoft. For example, you can set up zaps to automatically send notifications when new contacts are added to your CRM, or when new leads are generated.
3. Set Up Your Automations
Now that you’ve connected your services, you can start to set up your automations. This is done by creating a “zap”, which is a set of instructions that tells Zapier what data to transfer between the two services.