How to segment leads and trigger automations in Infusionsoft

Adding Infusionsoft tags, triggering action sets, starting sequences, achieving campaign goals, setting lead source and making opportunities

ConvertFlow's powerful automation system let's you trigger automations in Infusionsoft on contacts, when they engage with CTAs, submit forms and visit your web pages.

Triggering Infusionsoft automations with forms and buttons
From the CTA builder, click on any form or button elements you add, scroll the options panel to the "Automations" dropdown, and choose "Infusionsoft" from the first selection field.
You can then choose the type of automation you would like to trigger.
Infusionsoft automation types include...
  • Add a tag
  • Remove a tag
  • Trigger action set
  • Start follow up sequence
  • Stop follow up sequence
  • Achieve campaign goal
  • Make contact an opportunity
  • Update lead stage
  • Set lead source
  • Add a note to contact
Triggering Infusionsoft automations on page visits and CTA goal completion in Flows
You can trigger Infusionsoft automations when someone completes a goal in your Flow. 

Whether it's a "Visit" or "CTA" goal, you can add automations to be triggered upon the completion of the goal.