Infusionsoft is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.

infusionsoft.com
crm e-commerce email-marketing tier-2
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Contacts

  • ID
    First Name
    Middle Name
    Last Name
    Email
    Contact Notes
    Person Type
    Email Address2
    Email Address3
    Address1 Type
    Address2 Street1
    Address2 Street2
    Address2 Type
    Address3 Street1
    Address3 Street2
    Address3 Type
    Anniversary
    Assistant Name
    Assistant Phone
    Billing Information
    Birthday
    City
    City2
    City3
    Company
    Country
    Country2
    Country3
    Fax1
    Fax1 Type
    Fax2
    Fax2 Type
    Groups
    Job Title
    Created At
    Updated At
    Created By
    Updated By
    Lead Source
    Leadsource
    Nickname
    Owner
    Password
    Phone1
    Phone1 Ext
    Phone1 Type
    Phone2
    Phone2 Ext
    Phone2 Type
    Phone3
    Phone3 Ext
    Phone3 Type
    Phone4
    Phone4 Ext
    Phone4 Type
    Phone5
    Phone5 Ext
    Phone5 Type
    Postal Code
    Postal Code2
    Postal Code3
    Referral Code
    Spouse Name
    State
    State2
    State3
    Street Address1
    Street Address2
    Suffix
    Title
    Username
    Validated
    Website
    Zip Four1
    Zip Four2
    Zip Four3
  • Contact Created

    Triggers when a Contact is created in the selected account.

  • Contact Updated

    Triggers when a Contact is updated in the selected account.

  • Create a Contact

    Creates a new Contact.

  • Create or Update Contact

    Creates a new Contact or updates information on one if it already exists.

  • Update a Contact

    Updates the selected Contact.

  • Delete a Contact

    Deletes the selected Contact.

  • Search Contacts

    Searches for Contacts in the selected and returns a list.

Opportunities

  • ID
    Opportunity Title
    Opportunity Notes
    Affiliate
    Contact
    Stage
    User
    Estimated Close Date
    Leadsource
    Next Action Date
    Next Action Notes
    Objection
    Projected Revenue High
    Projected Revenue Low
    Created At
    Updated At
    Created By
    Updated By
  • Opportunity Created

    Triggers when a new Opportunity is created in the selected account.

  • Opportunity Updated

    Triggers when an Opportunity is updated in the selected account.

  • Create an Opportunity

    Creates a new Opportunity.

  • Update an Opportunity

    Updates the selected Opportunity.

  • Delete an Opportunity

    Deletes the selected Opportunity.

  • Search Opportunities

    Searches for Opportunities in the selected account and returns a list.

Try Cloudpipes FREE for 14 days

Unlimited access to all features, so you can start automating your workflow.