Integrations

Supercharge Infusionsoft with Relevance AI

Infusionsoft is a powerful CRM platform that helps businesses manage contacts, orders, and payments efficiently. With Relevance AI, you can elevate your CRM capabilities by automating processes and utilizing AI Agents to drive smarter decision-making.

Give your AI Agents Infusionsoft Superpowers

Infusionsoft streamlines CRM operations, while Relevance AI empowers you to leverage that data with AI Agents that can automate tasks and provide insights in real-time.

Intelligent Pipeline Orchestration

The AI Agent dynamically optimizes sales funnels by analyzing customer behavior patterns and automating personalized engagement sequences.

Predictive Lead Mastery

Leverages advanced analytics to score and prioritize leads with precision, ensuring optimal resource allocation and higher conversion rates.

Dynamic Campaign Optimization

Continuously refines marketing campaigns by analyzing performance metrics and automatically adjusting strategies for maximum impact.

Tools

Equip AI Agents with the Infusionsoft Tools they need

Relevance AI seamlessly integrates with Infusionsoft to enhance your CRM workflows with intelligent automation.

Keap (Infusionsoft) - Get Company
Retrieves detailed company information from the Infusionsoft CRM platform using a specific company identifier
Keap (Infusionsoft) - Create Payment
Processes and records a payment transaction within Infusionsoft, supporting multiple payment methods including credit card, cash, and check
Keap (Infusionsoft) - Get Contact
Fetches contact details and information for a specific contact record from the Infusionsoft CRM database
Keap (Infusionsoft) - Create Order Item
Adds a new product item to an existing order in Infusionsoft, allowing specification of quantity and custom pricing
Name
Keap (Infusionsoft) API Call
Description
Make an authorized request to a Keap (Infusionsoft) API
Parameters
["OAuth authentication", "Multiple HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers support", "Request body configuration", "API endpoint customization"]
Use Case
A marketing agency uses this integration to automatically sync customer data between their CRM and Infusionsoft, enabling them to trigger personalized email campaigns based on customer interactions and update contact records in real-time without manual data entry.

Security & Reliability

The integration leverages secure OAuth authentication to connect Infusionsoft (Keap) with Relevance AI, enabling automated CRM operations and contact management. Relevance AI handles complex API operations in the background—managing authentication, rate limiting, and data validation—while providing pre-built endpoints for common Infusionsoft tasks like contact management, order processing, and payment handling.

Built-in error handling and response formatting ensure reliable data exchange between systems, with automatic retry logic and type conversion maintaining workflow integrity even during API disruptions.

No training on your data

Your data remains private and is never utilized for model training purposes.

Security first

We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Get Started

Best Practices for Non-Technical Users

To get the most out of the Infusionsoft + Relevance AI integration without writing code:
  • Start with a clean Infusionsoft account: Organize your contacts and orders with clear naming conventions and consistent data formats.
  • Use pre-built endpoints: Leverage the available endpoints for common CRM operations to streamline your workflow.
  • Connect carefully: Ensure you input the correct OAuth credentials and account details during setup.
  • Test before scaling: Execute API calls with test data to validate functionality and avoid large-scale errors.
  • Monitor API usage: Keep an eye on your API rate limits and implement retry logic to handle potential throttling.