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Infusionsoft and Zoom integration + automation

Infusionsoft and Zoom integrations couldn’t be easier with the Tray platform’s robust Infusionsoft and Zoom connectors, which can connect to any service without the need for separate integration tools.

Integrations

Integrate Keap + Zoom with ease

Win more deals and make your communication processes hyper-efficient with powerful Keap (formerly InfusionSoft) + Zoom integrations on the low-code Tray Platform. Our platform makes it easy to rapidly build game-changing integrations, without relying on IT. Just use our 100% visual interface to drag and drop together Zoom, Keap, and any other go-to application in your tech stack.

Looking for Zoom + Keap connectors to take full control of your sales and marketing data? With the Tray Platform, you can bi-directionally sync Keap + Zoom and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Seamlessly flow data wherever you need to unsilo your tech stack and save hours of manual work.

And no need to stop with integrations. You can also build robust Keap + Zoom automation to elevate your sales and video-conferencing processes. Craft and deploy dynamic, multi-step, automated workflows to book more meetings, capture and convert leads more efficiently, and grow revenue.

Automation

Automate Zoom + Keap however you need

Now anyone from any team, including business users in sales, marketing, revenue operations, or any other role, can easily stitch together seamless, multi-step workflows between any series of business-critical applications. Stand up API-level Zoom + Keap automation to kick off any type of operation in response to any custom trigger.

We offer a full suite of pre-built connectors, data helpers, and custom logic operators to build customized automation to execute any business process. Deeply connect Keap, Zoom, and any of your favorite tools, including your CRM, calendar tool, marketing automation platform, internal chat tool, project management platform, and more.

Our flexible platform lets you craft custom Zoom + Keap automation to up-level your sales outreach. For example, you can seamlessly share Zoom recordings for customer calls, product demos, and sales enablement training across your sales organization. You can also supercharge outreach by triggering follow-up messages to leads after they engage with campaigns on your website or in the field.

Use cases

Limitless Keap + Zoom use cases

Drive collaboration and book more meetings by harnessing the power of advanced Keap + Zoom automation. Need to speed up deal cycles by easily flowing data and combined messages across Zoom recordings, email, chat logs, and any other channel to give your sales reps the full context of previous conversations across every channel? Need to dynamically update Keap records based on any scheduled meetings in Zoom to make the most of your reps’ time? Need to expedite lead follow-ups by syncing virtual event data in your CRM and email software?

Our platform can connect any tool, including Slack, Google Calendar, Salesforce, HubSpot, ZoomInfo, Outlook, and more. We also offer enterprise-grade security, with SOC 2 Type 2 certification and compliance with key data privacy regulations such as CCPA, HIPAA, and GDPR.

The Tray Platform pairs ease of use with massive processing power, letting you reliably handle large-scale data projects pushing billions of records daily. And with our elastic, serverless architecture, your workflows will always scale with your changing data needs.

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Infusionsoft and Zoom Connector Details

Infusionsoft

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UsesSales

CategoryCustomer Relationship Management (CRM)

Triggers

List hook event typesDelete hookFind hook by public URLList hooksWebhookVerify hook subscription

Connector TypeTray Connector

Operations

Add contact to campaign sequenceApply tags to contactCreate contactCreate or update contactDelete contactGet campaignGet contactGet contact modelGet tagList campaignsList contactsList tagged contacts

View documentation

Zoom

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UsesAll

CategoryCollaboration

Triggers

Webhook

Connector TypeTray Connector

Operations

List call logsUpdate user statusGet meeting reportGet webinar polls reportGet webinar reportAdd meeting registrantsCreate meetingCreate usersCreate webinarCreate webinar registrantDelete userGet account call logsand 20 more...

View documentation

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems