Do you know another small business that wants to get more sales in less time? You can make a difference in their success. Refer them to Infusionsoft, and we’ll thank you with a $500 gift card if they become a customer.

Here's how it works:

Step 1
Share your contact's information via the form on this page.
Step 2
An Infusionsoft expert will reach out to assess their business needs and see if Infusionsoft is a good fit.
Step 3
If your contact becomes a customer, we will thank you with $500.
Step 4
Repeat! There’s no limit to the number of referral bonuses you can earn.

Our software is perfect for businesses that have been around for at least two years and have at least two employees. But every business is different, so don't hesitate to refer anyone you think is a good fit and our experts will take it from there.

Thank you for your confidence in our mission to help small businesses succeed.

Terms & Conditions: Gift cards will be rewarded within 60 days after your referral becomes a customer and when we have collected required tax information. If new customer cancels within 30 days, referral reward will be forfeited. This replaces previous customer referral reward program. Sorry, Partner Referrals are not eligible for this promotion. Please review other applicable  terms & conditions.

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Infusionsoft Customer Referral Program Terms & Conditions

All current Infusionsoft subscribers in good standing can participate in the Infusionsoft Customer Referral Program. This Infusionsoft Customer Referral Program replaces our previous customer referral reward program.

For every referral you provide who becomes a paying Infusionsoft customer within 6 months of date you submit this form, you will receive one referral reward – currently valued at up to US$500. Rewards are listed on the Infusionsoft website ( and are subject to change at any time without notice. The referral reward that’s in effect when the referred customer signs up will be the referral reward you are eligible to earn.

You will not be eligible for a referral reward for referrals who are existing Infusionsoft users, a second application for an existing Infusionsoft user, someone who has terminated an Infusionsoft account within the 12 months prior to their re-signing with us, or someone who was previously referred to Infusionsoft by another person (including our salespeople and partners). If the lead is already in our system, you will not receive a referral reward.

All referrals must be entered at or submitted to an Infusionsoft employee using an approved form. It is the referrer's responsibility to ensure this form gets filled out correctly for referral tracking to take place. Referrers must enter all required fields.

Referral rewards will be distributed and tracked based on the referrer's application name. All referral records must indicate the referrer's active application name at the time of referral and at the time of purchase – sorry, no exceptions.

If the new customer you referred to us cancels within 30 days, you will not receive a referral reward for that referral.

Customer referrals will be paid within 60 days after both (a) the new customer’s sale closes and (b) the referrer submits tax information via the specified form. If Infusionsoft does not receive the referrer’s tax information within 3 months of the initial request, the referrer will not receive payment.

Customers who are enrolled in any of Infusionsoft's partner programs will not be eligible for the Customer Referral Program. Their referrals will be bound by the terms and conditions of their partner agreement.

No spamming or bulk emailing is allowed. You may only send a referral email to people you personally know or that have opted into your marketing efforts. Any unsolicited sending of a referral email in volume may result in the cancellation of your Infusionsoft account and any outstanding referral rewards.

Any attempt to fraudulently take advantage of the Infusionsoft Customer Referral Program may result in cancellation of your Infusionsoft account and non-payment of your referral rewards.

Infusionsoft is not responsible for any incorrect or inaccurate information supplied by customers or referred friends while participating in the program.

Infusionsoft reserves the right to change or discontinue this program at any time. All changes will be posted on this website and will not be directly communicated to any participants.

By participating in the Infusionsoft Customer Referral Program, each participant acknowledges reading and agrees to be bound by these Terms & Conditions and the Infusionsoft Terms of Use (posted online at