Infusionsoft by Keap + Integración Hipcall
Infusionsoft de Keap es una herramienta de CRM y ventas y marketing que ayuda al usuario a administrar contactos y mejorar el servicio al cliente usando automatización para aumentar las ventas.
Cuando esto sucede (Triggers)
Hacer esto (Acciones)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
Appointment Edited
Triggers when an appointment is edited.
Triggers when an appointment is edited.
Add Tag to Contact
Add tag to contact.
Add tag to contact.
Contact Edited
Triggers when a contact is edited in your Infusionsoft account
Triggers when a contact is edited in your Infusionsoft account
Contact Group Applied
Triggers when a contact group is applied
Triggers when a contact group is applied
Invoice Edited
Triggers when an invoice is edited
Triggers when an invoice is edited
New Appointment
Triggers when new appointment is created.
Triggers when new appointment is created.
New Company
Triggers when a company is added
Triggers when a company is added
New Contact
Triggers when a new contact is added to your Infusionsoft account.
Triggers when a new contact is added to your Infusionsoft account.
New Contact Group
Triggers when a contact group is added.
Triggers when a contact group is added.
New Invoice
Triggers when an Invoice is created.
Triggers when an Invoice is created.
New Invoice Payment
Triggers when a payment is made for the invoice
Triggers when a payment is made for the invoice
New Note
Triggers when a new note is added
Triggers when a new note is added
New Opportunity
Triggers when a new opportunity is added.
Triggers when a new opportunity is added.
New Order
Triggers when a new order is recieved.
Triggers when a new order is recieved.
New Product
Triggers when a product is added.
Triggers when a product is added.
New Subscription
Triggers when a new subscription is created.
Triggers when a new subscription is created.
Tag Added to Contact
Triggers when a tag is added to the contact the first time.
Triggers when a tag is added to the contact the first time.
New Task
Triggers when a new task is created.
Triggers when a new task is created.
Note Edited
Triggers when a note is edited
Triggers when a note is edited
Opportunity Stage Moved
Triggers when an opportuity stage moves
Triggers when an opportuity stage moves
Order Edited
Triggers when a order is edited
Triggers when a order is edited
Product Edited
Triggers when a product is edited
Triggers when a product is edited
Subscription Edited
Triggers when a subscription is edited
Triggers when a subscription is edited
Task Edited
Triggers when a taks is edited.
Triggers when a taks is edited.
Lead Edited
Triggers when a lead is edited.
Triggers when a lead is edited.
New Lead
Triggers when a new lead is created.
Triggers when a new lead is created.
Create/Update Contact
Creates or updates contact.
Creates or updates contact.
Apply Tag to Contact
Applies a tag to a contact.
Applies a tag to a contact.
Create Company
Creates a company.
Creates a company.
Create Note
Creates a note.
Creates a note.
Create Product
Creates a product.
Creates a product.
Create Tag
Creates a tag.
Creates a tag.
Get All Contacts
Gets all contacts.
Gets all contacts.
List of Applied Tags
Retrieves a list of applied tags to a contact.
Retrieves a list of applied tags to a contact.
Remove Tag from Contact
Removes a tag from contact.
Removes a tag from contact.
Retrieve a Contact
Retrieves a contact details by ID
Retrieves a contact details by ID
Retrieve a Contact via Email
Retrieves a contact via email.
Retrieves a contact via email.
Retrieve an Appointment
Retrieves an appointment by ID
Retrieves an appointment by ID
Send Email
Sends an email.
Sends an email.
Tag Existing Contact
Tags to an existing contact.
Tags to an existing contact.
List Tagged Contacts
List all the tagged contacts.
List all the tagged contacts.
Search a Tag
Searches a tag.
Searches a tag.
Retrieve a Note via Contact ID
Retrieves a note via contact ID.
Retrieves a note via contact ID.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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