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.
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.
Relevance AI seamlessly integrates with Infusionsoft to enhance your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Infusionsoft account with access to your contacts and campaigns
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
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.
To get the most out of the 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
