Last Updated

Mar 2017

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Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Accelerate Your Efficency with ProcessPlan and Infusionsoft

  • Start a process when a new opportunity is created in Infusionsoft.
  • Create and update contacts from ProcessPlan in Infusionsoft.
  • Create a new product in Infusionsoft from ProcessPlan automatically.
  • Execute a process in ProcessPlan if a subscription is cancelled.
  • and more!


To Use This Integration

  1. Sign up for a ProcessPlan and a be a Infusionsoft customer.
  2. Implement a Zapier account in ProcessPlan.
  3. Implement a ZAP in Zapier.