Keap / Infusionsoft Ad-ons

๐—ช๐—ต๐˜† “๐—ก๐—ผ” ๐—ถ๐—ป ๐—ฆ๐—ฎ๐—น๐—ฒ๐˜€ ๐—ข๐—ณ๐˜๐—ฒ๐—ป ๐— ๐—ฒ๐—ฎ๐—ป๐˜€ “๐—ก๐—ผ๐˜ ๐—ฌ๐—ฒ๐˜” โ€“ ๐—ง๐—ต๐—ฒ ๐—ฃ๐—ผ๐˜„๐—ฒ๐—ฟ ๐—ผ๐—ณ ๐—ฃ๐—ฒ๐—ฟ๐˜€๐—ถ๐˜€๐˜๐—ฒ๐—ป๐—ฐ๐—ฒ

Sales is a game of timing, trust, and value. Every salesperson has experienced the sting of hearing "no" from a potential customer. Itโ€™s easy to feel disheartened, but what if "no" doesnโ€™t mean "never"? In many cases, it simply means, "Not yet." ๐—ง๐—ถ๐—บ๐—ถ๐—ป๐—ด ๐—œ๐˜€ ๐—˜๐˜ƒ๐—ฒ๐—ฟ๐˜†๐˜๐—ต๐—ถ๐—ป๐—ด Business needs evolve constantly. Budgets shift, priorities change, and decision-makers reassess their goals. A prospect saying...
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Real Estate Agencies โ€“ Unlock New Levels of CRM & Marketing Automation: HighLevel Custom Objects

Real estate agencies manage a complex web of clients, properties, and transactions. HighLevelโ€™s Custom Objects Workflow Automation offers a smarter way to stay organized and deliver personalized communication to clients. How It Works By treating properties, viewings, and contracts as custom objects, you can automate key parts of the client journey. Each property object is linked to a client, c...
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7 Reasons Why Keap Partners Should Transition to HighLevel Agency Ownership

keap to highlevel
The world of marketing technology is evolving rapidly, and as a Keap Partner, you've likely experienced both the highs and the limitations of the platform. While Keap has been a solid choice for small business CRM and automation for over 20 years, the recent acquisition by Thryv raises questions about its future direction. Meanwhile, HighLevel has emerged as a game-changing platform for agencies, ...
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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 usingย Zapier. Now, aย newย contactย isย immediatelyย createdย in Keap / Infusionsoftย wheneverย aย leadย completesย aย formย onย JotForm. And as soon as new the contact is created then the automated marketing campaigns kick in. The client hasย savedย timeย andย moneyย becauseย of thisย integration,ย whichย hasย alsoย 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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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 coolย  - 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 -ย  "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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