Zapier - Infusionsoft - Booking System Link Up
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Description
We have an infusionsoft account, and the booking system we use it called Team Up.
I'm looking for someone to help me connect all 3 so that the booking system communicates with our infusionsoft account so that we can send targeted emails based on our clients actions.
The booking system can send triggers & emails, which is how I believe we will interact with Zapier.
I'm looking for someone to speak fluent english, to have a good grasp of zapier, and connecting to infusionsoft.
Sam W.
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Sam
Some details are missing from your post.
Your booking software is integrated on a website, can you share site URL or on what platform is your site build on?
The flow - Bookings ( taken from your website database) >>>>>> send to Infusionsoft via ZAPIER.
The second question, what details, do you want to transfer from your website to infusionsoft?
I guess you already have a zapier account?
Regards
Sam W.04 Apr 2018Hi, we use a company called Team UP for our booking system (https://goteamup.com/en-us/).
The flow would be. Client opt's in on infusionsoft > Directs them to team up to set up account > they then select a membership (buy something) > They can then book sessions.
I want to be able to communicate with the client at each phase. So if they opt in but don't register, or if they register an account but don't buy anything etc.
We'd be looking to pass over their name, and email address.
I don't have an activa Zapier account, but I believe it's simple enough.
Hope that helps.TSOLUTIONS04 Apr 2018Can you please share your infusionsoft web page URL?