Keap / Infusionsoft and Webmerge Use Case – automating official PDF form completion
Keap / Infusionsoft and Webmerge Use Case – automating official PDF form completion
As just one example of the power of integrating Keap / Infusionsoft and Webmerge. You can use Keap / Infusionsoft and Webmerge to automatically complete official PDF forms. So in the video example below. My client who installs domestic electric car charging points has to claim a grant from the UK government upon successful installation.
This involves completing a long official PDF form. Much of the client data is already stored withing Keap / Infusionsoft as part of the sales process. So prior to using Webmerge this meant that staff had to copy and paste data into these PDF forms – a real pain in the butt.
When we hook up Keap / Infusionsoft and Webmerge then the system does all the mundane merging and production of the completed PDF document thus saving the staff considerable time.
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Julian was a great help in organising my Sales Pipeline and getting our sales team trained to use Opportunities in Keap / Infusionsoft. I would definitely recommend Julian to other Keap / Infusionsoft clients.
Before I hired him, I read lots of glowing reviews... and i hoped they were not just being nice... well what I found out is .....the good reviews were actually TRUE. Prior to working with Julian I have worked with several other "experts" who may have known basic strategies to use... but they always seemed to leave me with more questions and then helpless frustration. I nearly had lost hope that I could utilize the great features in IS without paying thousands of dollars for a plug and play system.
Julian has a very natural way to explain complex digital marketing strategies in understandable English... even for me... a Texan 🙂 He visually mapped out a plan, after listening to me. He then made suggestions where he saw flaws in my system. After each session, I know what I need to do and where we are headed. Thank you, Julian, for helping breath sanity into my business marketing world.
