Keap / Infusionsoft Ad-ons

Integrate Jotform with Keap / Infusionsoft using Zapier to streamline your lead generation

jotform keap infusionsoft
For a publishing client, I have just completed integrating Jotform with Keap / Infusionsoft using Zapier. Now, a new contact is immediately created in Keap / Infusionsoft whenever a lead completes a form on JotForm. And as soon as new the contact is created then the automated marketing campaigns kick in. The client has saved time and money because of this integration, which has also increase...
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Course and event management with Corsizio integrated with Keap / Infusionsoft

I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Corsizio integrated with Infusionsoft / Keap. Corsizio is a simple event and course management system for online and offline events. Corsizio is free for upto 50 registations per month. It integrates with Stripe to collect payments (there is a $1 charge pe...
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Want to automate your event management? Event Expresso integrated with Keap / Infusionsoft could be the answer

I have recently been working with a client to streamline and automate the management of their online and offline courses and events using Event Expresso integrated with Infusionsoft / Keap. I have found Event Expresso to be an excellent WordPress Plugin with which to manage events. Use cases include event planners, bloggers (webinars), creators of courses, companies, and business owners. Basica...
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I have just been integrating ScoreApp with Keap / Infusionsoft for a client

scoreapp keap infusionsoft
I have been working on a ScoreApp and Keap / Infusionsoft integration for a client. ScoreApp is gaining popularity with marketers who are looking to proactively engage with potential customers. During the 2022 Keap Partner conference Ryan Deiss from DigitalMarketer (and Keap / Infusionsoft user himself) was explaining how he uses ScoreApp in his business to move leads down the sales pipeline. A...
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Use Zapier to do (almost) anything inside Keap by Paul Sokol

I wanted to share with readers this very powerful Zapier / Keap hack that has been developed by Paul Sokol and promoted by Greg Jenkins. You may already know that Zapier is like a Swiss Army knife tool for us Keap users. But Zapier does not have all the capabilities of the Keap API. Now Paul has developed a hack that enables Zapier to "hook in" to the Keap API. It's really cool  - BUT, it...
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Automate Zoom Webinars with Keap / Infusionsoft using Funnel Bots

funnel bots
How to automate Zoom Webinars with Keap / Infusionsoft using a Funnel Bots account. (Please note this is for Zoom Webinars not the more common Zoom video calls, to automate those check out this post)   So for Zoom Webinars using the FunnelBot -  "Zoom Register Bot" it is possible to: 1 Register people for the Zoom webinar using a standard Keap / Infusionsoft web form. 2 Send anyon...
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Just been setting up a call centre with turboDial and Keap / Infusionsoft

turbodial infusionsoft keap
I have just been working with a client to set up a call centre using turboDial and Keap / Infusionsoft. turboDial enables you to set up and manage a powerful and sophisticated call centre operation - ideal for a sales office. Imagine being able to have a sales team located either in a single office or each rep working remotely anywhere in the world. And all the data and marketing automation is ...
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Keap/ Infusionsoft advanced lead source and ROI tracking

Would you prefer to employ advanced lead source and ROI tracking over Keap / Infusionsoft's built-in basic reporting? Keap/ Infusionsoft's lead source tracking is... alright, but constrained. For instance, it will record "Google" as the lead source, which combines both organic and paid traffic. For example, you count not dig down to particular advertising and keywords that resulted in a sale. ...
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Get Terms and conditions, contacts and other documents signed automatically using Keap / Infusionsoft

Infusionsoft Certified Partner - Julian Mills
Getting documents such as contracts and terms and conditions signed by customers can be a real time consuming and frustrating process for you and your staff. This is an ideal process for automation. There are two possible solutions with Keap / Infusionsoft currently DocuSign or SignRequest. Here is an earlier blog post I wrote on the subject of document and terms and condition signing aut...
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Document signing automation with Keap / Infusionsoft and SignRequest or Docusign

signrequest infusionsoft
Are you looking to automate the document signing process? For instance, you want to send contracts to clients as a PDF that they then electronically sign and then send them back to you. How can you automate the sending and follow up processes and integrate them into your Keap / Infusionsoft marketing processes? There are three solutions that I woudl suggest: 1/ Docusign. The solution you are...
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