Keap / Infusionsoft Ad-ons

How do you automatically move an opportunity record in Keap / Infusionsoft?

automatically move opportunities infusionsoft
A question that clients ask on occasions is how do you automatically move an opportunity record in Keap / Infusionsoft? In Keap / Infusionsoft, out of the box, opportunity records have to be moved manually by the salesperson who is dealing 1-2-1 with the prospect. But on occasion, it would be really useful to move an opportunity automatically. For example- 1 - When a lead has stagnated in...
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How do you automatically unsubscribe contact emails in Keap / Infusionsoft?

automatically unsubscribe contact emails in Infusionsoft
A question that clients ask on occasions is how do you automatically unsubscribe contact emails in Keap / Infusionsoft? In Keap / Infusionsoft, out of the box, there are three ways that contacts can be unsubscribed. 1 - Contacts click the Unsubscribe link in an email. 2 - The Keap / Infusionsoft user manually unsubscribes individuals or batches of emails. 3 - The system automatically u...
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Text / SMS Marketing Automation with Keap / Infusionsoft and Keap

Looking for text / SMS marketing automation for your business? I am an Keap / Infusionsoft certified partner, Keap / Infusionsoft if you don't already know is the leading marketing automation platform for small businesses and recently I have been looking at text marketing automation for my clients and have worked out the best solution. I last looked at Fix Your Funnel for text and mobile ma...
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Slybroadcast – how to use it with Keap / Infusionsoft

A number of my clients have asked me about Slybroadcast and to investigate how it could be used as part of their sales and marketing process. So what is Slybroadcast? What Slybroadcast does is to automatically drop pre-recorded voicemail messages onto a mobile phone account without the mobile phone ringing. So when would you as a marketer want to do this? Well, when we capture someone's cont...
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Customer Service Software – Fusedesk and Keap / Infusionsoft integrate to create a powerful system

customer service software fusedesk infusionsoft
Are you looking for a customer service software for your small to medium-size enterprise? Maybe your customer service is currently run out of spreadsheets, Outlook (Office 365) or Gsuite. When you are starting out then this may have been sufficient, but as soon as you start to scale the business then keeping track of customer cases via Outlook is just not going to cut it and drive your staff ma...
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Powerful Video Sales Consultation System which integrates Zoom, ScheduleOnce, Google Calendar and Keap / Infusionsoft

Check out the Webinar where I outlined my Zoom Video Sales Consultation System     Click here to download the PDF : Zoom Video Sales Consultation System Blueprint   TRANSCRIPT Paul Greig Smith Wonderful and welcome to the webinar guys. So if you're listening to this, maybe you are a business owner, maybe you're a coach, maybe you're in marketing, maybe you're ...
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Zoom Video Call and Keap / Infusionsoft integration. Three possible ways.

As of writing (16 April 2020) we are in the middle of the Coronavirus pandemic. As a result, many more businesses are now using Zoom for the first time and therefore once the pandemic passes so more businesses will be using Zoom as part of their "sales and marketing" system. So then this gives rise to the question. How can Zoom and Keap / Infusionsoft be integrated? Method 1. The Zoom Keap / In...
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Stripe Keap / Infusionsoft free direct integration

Finally, it is here - a free direct Stripe Keap / Infusionsoft integration. So what does this mean? If you use Keap / Infusionsoft and conduct e-commerce then you need a way to collect the payment online. Until now this has meant using one or more of the following solutions. 1/ You can use Paypal. This is works for a simple one-off payment. But not if you want to take part-payments or ong...
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Docusign Keap / Infusionsoft Integration with Parsey

parsey
What is involved in Docusign Keap / Infusionsoft integration? As you are probably aware Keap / Infusionsoft is a great tool for automating your marketing and business processes. And DocuSign is the leading solution for easily, efficiently and legally getting documents electronically signed - no more paper documents that need to be posted and couriered and all that hassle. But out of the b...
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5 Reasons Your Keap / Infusionsoft Referral Partner Program is failing

There are 5 reasons why your Keap / Infusionsoft referral partner program is failing . . . and it has nothing to do with link tracking. 1) Sure you've slapped an Keap / Infusionsoft form on your website to register affiliates... but that's the problem! Enrolling affiliates should be the beginning of a smooth experience that engages affiliates and reinforces your credibility and professionalism....
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