Connecting Two InfusionSoft Accounts

I work with two different companies who both use different Infusionsoft accounts. The two companies work together and I need the infusionsoft accounts to be able to talk to each other.

Is there any kind of third party (like Zapier) that can connect the infusionsoft accounts? For example: when a contact is created in account A, a tag is applied. I want that tag to trigger infusionsoft to create the same contact in account B.

Anyone know how I can make this happen?

I don’t know of any tools that can do this off-the-shelf. At NovakSolutions, we’ve done work similar to this for a couple different clients; but each situation is different and requires a very specific implementation in order to get what you need.

You can email us at if you want more info.

1 Like

Zapier can do this easily.

You can connect Zapier to more than one Infusionsoft account - and you can set up a trigger so that when a tag is applied in Account A it passes the contact details to Account B.

Just make sure you’re respecting the consent they’ve expressed. :slight_smile:

1 Like

Awesome! I was hoping Zapier could do it. I haven’t been able to find an article with instructions though. I’ll contact them for help.

Thank you!

Here’s a little tutorial:

And here’s a video covering the HTTP post trigger method I mentioned: