OCR for Infusionsoft

I’m doing some preliminary investigation to see if it would be possible for a form to read (OCR) the first name field for matching names, i.e. Bob, Susan, Chris, Peter, etc and apply an Infusionsoft tag based on the name. Does anyone have any ideas on this?



Hey Terry:

Not something you can do using Infusionsoft natively, but could be done relatively easily using a service like Integromat or Zapier.

If you need to contract with someone to get this complete, please feel free to contact me.


Thanks Jeff!