HubSpot + Infusionsoft
Connect HubSpot and Infusionsoft to Stop Managing Two Versions of the Truth
Sync contacts, route leads, and report on revenue across both platforms — no CSV exports, no manual entry.
Why integrate HubSpot and Infusionsoft?
HubSpot and Infusionsoft (now Keap) are both mature CRM and marketing automation platforms with loyal user bases. Using both at once — whether you're mid-migration, running separate sales teams, or absorbing an acquired business — means your data lives in two places. That gets messy fast. Tray.ai keeps contacts, deals, and campaign data in sync between the two platforms so your revenue teams aren't making decisions based on stale records.
Automate & integrate HubSpot & Infusionsoft
Use case
Bidirectional Contact Synchronization
When a sales rep updates a phone number or job title in HubSpot, that change propagates to Infusionsoft immediately — and the same happens in reverse. Creates, updates, and deletions all flow both ways. No more duplicate records, no more team members working from different versions of the same contact.
Use case
Lead Routing from HubSpot Forms to Infusionsoft Campaigns
When a prospect submits a HubSpot form — a demo request, a content download — they get enrolled in the right Infusionsoft campaign sequence automatically, based on lead source, score, or segment. No one on the marketing team has to move anything manually. High-intent leads get a timely response instead of sitting in a queue waiting for a rep to copy them over.
Use case
Deal and Opportunity Stage Mirroring
HubSpot deal stages sync with their Infusionsoft counterparts, so sales managers get an accurate pipeline view regardless of which platform they're in. A deal that advances or closes in HubSpot updates in Infusionsoft automatically. This matters most for companies running separate inside-sales and field-sales teams on different systems.
Use case
Unified Customer Lifecycle Tracking
HubSpot lifecycle stages — Subscriber, Lead, MQL, SQL, Customer — map to equivalent tags and campaign statuses in Infusionsoft, so both platforms reflect where each contact actually stands. Stage transitions trigger the right actions in each system without manual tagging. Marketing and sales teams finally share the same picture of where a contact is in the buyer journey.
Use case
Revenue and Campaign Attribution Reporting
Pull closed-won deal data from HubSpot and match it against Infusionsoft campaign engagement records to build attribution reports that actually hold up. You can see which email sequences, tags, and campaigns in Infusionsoft contributed to deals that closed in HubSpot — which means marketing leaders have real data to work with when justifying spend.
Use case
Automated Contact Tagging and Segmentation Sync
When a tag is applied or removed in Infusionsoft — a product purchase, a webinar attendance, an email click — the corresponding HubSpot contact properties and lists update automatically. Your HubSpot ad audiences, smart lists, and sales sequences always reflect the latest behavioral data from Infusionsoft. Segmentation stays accurate without anyone babysitting it.
Use case
Post-Purchase Onboarding Workflow Automation
When a deal closes in HubSpot, tray.ai creates the contact in Infusionsoft, applies the right customer tags, and enrolls them in a post-purchase onboarding campaign — all without anyone touching it. Customer success teams don't have to manually transfer new customer data, so onboarding starts faster and the first impression is better.
Get started with HubSpot & Infusionsoft integration today
HubSpot & Infusionsoft Challenges
What challenges are there when working with HubSpot & Infusionsoft and how will using Tray.ai help?
Challenge
Avoiding Duplicate Contact Records Across Both Platforms
HubSpot and Infusionsoft both create contacts from multiple entry points — web forms, imports, sales reps, integrations — so the same person can easily end up as separate records in each system. Duplicates corrupt reporting, send multiple reps after the same lead, and hurt sender reputation when the same email address gets hit twice by the same campaign.
How Tray.ai Can Help:
Tray.ai runs an email-based deduplication check before every contact create operation. If a matching record exists in the destination platform, the workflow updates it rather than creating a new one. For cases where email alone isn't enough, matching logic can also check phone number or company name.
Challenge
Preventing Infinite Update Loops in Bidirectional Syncs
Bidirectional sync has a well-known failure mode: a change in Platform A triggers an update in Platform B, which triggers an update back in Platform A, and so on. This loop floods both systems with API calls and can corrupt data quickly. It's one of the harder technical problems in connecting two CRMs.
How Tray.ai Can Help:
Tray.ai handles loop prevention through timestamp comparison and sync-source flagging. Before writing an update to either platform, the workflow checks whether the incoming change is newer than the last known sync timestamp. Updates that originated from the integration itself are identified and suppressed before the loop can start.
Challenge
Mapping Incompatible Data Structures and Custom Fields
HubSpot and Infusionsoft use different data models. HubSpot organizes data around Contacts, Companies, and Deals; Infusionsoft uses Contacts, Tags, and Opportunities. Custom fields built by one team rarely have a direct equivalent on the other side, which means naive field mapping leads to data loss or misrouted information.
How Tray.ai Can Help:
Tray.ai's visual workflow builder lets teams define precise field-by-field mappings between HubSpot and Infusionsoft properties, including transformations for data type mismatches like date formats, picklist values, and boolean flags. Custom fields are fully supported, and mapping logic can be updated at any time without rebuilding the integration.
Challenge
Handling API Rate Limits During Large Bulk Syncs
Initial migrations and periodic bulk re-syncs can involve tens of thousands of contact records, which burns through API rate limits fast. Both HubSpot and Infusionsoft impose these limits, and exceeding them mid-run leaves the two systems partially synced — which can be harder to recover from than not syncing at all.
How Tray.ai Can Help:
Tray.ai has built-in rate-limit awareness and automatic request throttling, spacing API calls to stay within the allowed limits for both platforms. Failed requests retry with exponential backoff, and bulk sync workflows can process records in batches during off-peak hours to maximize throughput without disrupting live operations.
Challenge
Keeping Data Consistent During a Platform Migration
A lot of teams integrate HubSpot and Infusionsoft precisely because they're moving from one to the other, and both systems need to stay in sync for weeks or months while workflows get rebuilt, staff get trained, and data quality gets validated. Any gap in synchronization during that window means lost leads, missed follow-ups, and a pipeline report you can't trust.
How Tray.ai Can Help:
Tray.ai runs continuous, event-driven synchronization that keeps both platforms in lockstep throughout the migration. Workflows can run in parallel — writing every new and updated record to both HubSpot and Infusionsoft simultaneously — until the cutover date. At that point, a single configuration change redirects writes exclusively to the destination platform.
Start using our pre-built HubSpot & Infusionsoft templates today
Start from scratch or use one of our pre-built HubSpot & Infusionsoft templates to quickly solve your most common use cases.
HubSpot & Infusionsoft Templates
Find pre-built HubSpot & Infusionsoft solutions for common use cases
Template
HubSpot to Infusionsoft New Contact Sync
Creates a new Infusionsoft contact record whenever a new contact is added in HubSpot, mapping standard and custom fields including name, email, phone, company, and lead source. Checks for existing records before creating new ones to prevent duplication.
Steps:
- Trigger fires when a new contact is created in HubSpot
- Tray.ai checks Infusionsoft for an existing contact with the same email address
- If no match is found, a new Infusionsoft contact is created with mapped field values
Connectors Used: HubSpot, Infusionsoft
Template
Infusionsoft Tag Applied → HubSpot Contact Property Update
Listens for tag application events in Infusionsoft and maps them to property updates or list enrollments in HubSpot, keeping behavioral segmentation in sync across both platforms in real time.
Steps:
- Trigger fires when a specified tag is applied to a contact in Infusionsoft
- Tray.ai looks up the matching contact in HubSpot by email address
- Updates the relevant HubSpot contact property or adds the contact to a static list
Connectors Used: Infusionsoft, HubSpot
Template
HubSpot Deal Closed-Won → Infusionsoft Campaign Enrollment
When a HubSpot deal reaches closed-won, this template finds or creates the associated contact in Infusionsoft and enrolls them in a designated post-sale campaign, handing off cleanly to customer success or upsell workflows.
Steps:
- Trigger fires when a HubSpot deal stage changes to Closed Won
- Tray.ai retrieves the associated contact record from HubSpot
- Finds or creates the matching contact in Infusionsoft and enrolls them in the target campaign sequence
Connectors Used: HubSpot, Infusionsoft
Template
Bidirectional Contact Update Sync
Keeps field-level parity between HubSpot and Infusionsoft by detecting contact record updates in either system and writing the changes to the other platform. Includes conflict resolution logic to prevent infinite update loops.
Steps:
- Separate triggers monitor contact update events in both HubSpot and Infusionsoft
- Tray.ai applies timestamp-based conflict resolution to determine the authoritative update
- Changed field values are written to the other platform's contact record
Connectors Used: HubSpot, Infusionsoft
Template
Infusionsoft New Purchase → HubSpot Deal Creation
Creates a closed-won deal in HubSpot whenever an order completes in Infusionsoft, populating deal name, amount, and close date. HubSpot revenue reporting stays accurate without requiring sales reps to manually log transactions.
Steps:
- Trigger fires when a new order is completed in Infusionsoft
- Tray.ai retrieves the associated contact and order details from Infusionsoft
- Creates a closed-won deal in HubSpot linked to the matching contact record with order value and date
Connectors Used: Infusionsoft, HubSpot
Template
HubSpot Form Submission → Infusionsoft Lead Capture and Sequence Enrollment
When a prospect submits a HubSpot landing page form, this template creates or updates their contact record in Infusionsoft and enrolls them in the right nurture sequence based on configurable routing logic tied to form type or lead score.
Steps:
- Trigger fires on a new HubSpot form submission event
- Tray.ai evaluates routing logic based on form name, lead score, or contact properties
- Creates or updates the Infusionsoft contact and enrolls them in the matched campaign sequence
Connectors Used: HubSpot, Infusionsoft