Add the people you talk to in chat to the right AWeber list, without a form.
Get more done with Tidio and Infusionsoft integration
Push chat leads into Infusionsoft and answer with the contact record in front of you.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Marketing Automation
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Infusionsoft
Capture the lead properly
A name and address given in a Tidio chat becomes an Infusionsoft contact with the source recorded, so nothing is retyped from a transcript later.
Tag by what they wanted
The topic of the conversation becomes an Infusionsoft tag, which is what the follow up campaign needs in order to say something relevant.
Answer with the order in hand
Infusionsoft order and purchase history in the conversation means a customer does not have to explain what they bought or when.
Start the follow up
A chat that ends in interest can add the contact to an Infusionsoft sequence, so the next touch happens on schedule rather than when someone remembers.
Overview
Infusionsoft, now sold as Keap, runs the contacts, tags, campaigns and orders for a lot of small businesses. A chat on the website is where those contacts usually start. Connected through Zapier or the Tidio API, a visitor who leaves a name and an address in Tidio becomes an Infusionsoft contact with the right tag, and an existing customer's order history can be pulled into the conversation so the reply already knows what they bought.
Key features
- Leads land as contacts a chat lead is created in Infusionsoft with its source
- Tags applied from the chat what someone asked about becomes an Infusionsoft tag
- Order history in the reply past purchases from Infusionsoft reach the conversation
- Sequences start themselves a chat outcome can begin an Infusionsoft campaign
Infusionsoft
Marketing Automation
Tags
Marketing Automation
Email Marketing
How it works
Connect Infusionsoft in minutes
1
Connect Tidio and Infusionsoft
Link them with Zapier or the Tidio API and map chat fields onto Infusionsoft contact fields.
2
Decide the tags and triggers
Choose which conversations create a contact, which apply a tag, and which start a sequence.
3
Keep Infusionsoft as the CRM
Contacts, campaigns and orders stay in Infusionsoft, and the chat reads from it and writes back to it.
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Frequently asked questions
Common questions about the Infusionsoft integration
Is this the same as Keap?
Yes. Infusionsoft is now sold as Keap, and the API behind the connection is the same one, so an older Infusionsoft account works without a migration.
What stops duplicate contacts?
Matching on the email address before you create anything. Look it up in Infusionsoft first, update the record if it exists, and only create a contact when it does not.
Is the Infusionsoft integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Infusionsoft integration.