Integrate Infusionsoft with Retently CX using Zapier
Send customer surveys to your Infusionsoft contacts, collect and analyze customer feedback, and add it to Infusionsoft as contact properties.
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About Infusionsoft
Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Infusionsoft to Retently
New Opportunity
Send an NPS survey or add contact in Retently when you add a new opportunity.Tag Added to Contact
Send an NPS survey or add contact in Retently when a tag gets added to a contact for the first time.New Subscription Plan
Send an NPS survey or add contact in Retently when you add a new subscription plan.New Company
Send an NPS survey or add contact in Retently when you add a new company.New Subscription
Send an NPS survey or add contact in Retently when a contact subscribes to plan.New Tag
Send an NPS survey or add contact in Retently when you add a new tag.New Action sequence
Send an NPS survey or add contact in Retently when a new action sequence is added.Cancelled Subscription
Send an NPS survey or add contact in Retently when a contact unsubscribes from plan.New Product
Send an NPS survey or add contact in Retently when you add a new product.New Contact
Send an NPS survey or add contact in Retently when you add a new contact.New Affiliate
Send an NPS survey or add contact in Retently when you add a new affiliate.New Invoice
Send an NPS survey or add contact in Retently when you add a new invoice.New Contact Action
Send an NPS survey or add contact in Retently when you add a new action for a contact (task, note, or appointment).Credit Card Charge
Send an NPS survey or add contact in Retently when a credit card charge is processed from Infusionsoft through a merchant account.
Retently to Infusionsoft
Tag Existing Contact
Applies a tag to an existing contact when an NPS score is received.Create Note
Creates a note on an existing contact when an NPS score is received.Create/Update Contact
Creates a new contact. Can be used to update existing contacts too when an NPS score is received.Send Email
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history when an NPS score is received.Related content
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Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
