What is Infusionsoft?
Infusionsoft is a marketing automation system that offers a range of benefits. You can read more on their website.
How do I connect TeamUp to Infusionsoft?
You can connect your Infusionsoft account to TeamUp via the new Zapier integration: https://zapier.com/apps/teamup/integrations. This will enable you to send data to Infusionsoft to populate campaigns. Please note you cannot send data from Infusionsoft to TeamUp.
Once connected, you’ll be able to use one of our available triggers to pass data from TeamUp to Infusionsoft.
Data is passed via a zap in Zapier. The process is simply:
- Make a new zap in Zapier
- Select the TeamUp app
- Select the Trigger Event you want to use
- Verify the data contains what you need
- Add any required filters to your Zap (this step is not mandatory)
Tip. Filters are a way to ensure actions get performed only on the items you want. For instance, you might want to send customer membership purchased data just for trial membership purchases, or have one Zap for trial customer membership purchases and another for all other membership purchases. With filters, you set a specific condition and the Zap will only continue if it meets that condition.
Check out our guide for more on how to create a Filter.
- Select Infusionsoft as the ‘Action’ App
- Build the template
To make this process easier we plan to create some pre-made templates of the most common use cases for you. If you are unsure on how to go about setting up your zaps we’d recommend waiting for these.
I need some help
Infusionsoft have some great help guides to get you started - https://help.infusionsoft.com/help/zapier
Or you can contact Zapier for help with their platform.
As always, let us know if we can assist from our side