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skillstat
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September 17, 2015 at 6:01 pm
Hi,
I’m wondering if you can tell me what happens when the Infusionsoft integration for EE fires off a contact to EE with associated tags. Specifically, do the contact and the tags get created simultaneously? Or are the tags added immediately after a contact record has been created?
Infusionsoft told me that it’s impossible to add tags to a contact record unless the contact exists first. However, I’d like to confirm this is true when EE is creating the contacts in Infusionsoft as well.
The reason for the question is we’re trying to use Zapier to create a subsequent contact record from Infusionsoft into our billing system, and the available trigger for the action is ‘Tag Added to Contact’.
Thanks,
Brent
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Lorenzo Orlando Caum
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September 18, 2015 at 8:11 am
Hi there Brent,
Here is an an overview of how the integration currently works.
This information is sent:
First name
Last name
Email
Street Address
Address 2
City
State/Province
Country
Phone
The information above can be found in Infusionsoft –> Contacts –> General.
The address is also copied to Infusionsoft –> Contacts –> Address.
A note is made by Event Espresso to Infusionsoft –> Contacts –> Person Notes.
Custom questions can be sent over by using a function to match the fields:
https://gist.github.com/lorenzocaum/fdaaf3f643004cf26856
You can also tag contacts by using a meta field in the event editor or you can use a global tag:
https://gist.github.com/lorenzocaum/7797559808aa8e939dad
An invoice is also created which includes the event name and amount paid.
—
Lorenzo
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