Infusionsoft

Infusionsoft Updates

Infusionsoft mention · December 12, 2017

The Zapier Guide to Line Items

e pluribus unum. The timeworn phrase that graces most US banknotes—Latin for "Out of many, one"—was intended to represent the United States being one nation of many states, could easily have a double meaning. After all, so often when you open your wallet to pay a receipt or...read more
Infusionsoft update · April 7, 2017

Infusionsoft Updates: Use Zaps to Create Orders

Rely on Infusionsoft to be your one source of truth for customers: manage your contact lists, communicate with customers, and track what they buy. Thanks to a recent update to Zapier's Infusionsoft integration, you can now set up Zaps to send your customers' online order info from other eCommerce...read more
Infusionsoft update · September 13, 2016

Update for Infusionsoft: Create Notes to Store Data about Your Contacts

Store all data about your contacts—including notes—in Infusionsoft, so you can easily reference it later without searching through other tools. Now, Zapier can automatically add notes to your Infusionsoft contacts, so you don't have to worry about manually typing them or forgetting to input them. What's...read more
Infusionsoft update · May 3, 2016

Dynamically Find Infusionsoft Contacts and Invoices with Zaps

Find Infusionsoft Contacts Infusionsoft, a powerful marketing and sales automation tool, has a variety of features including payment processing and invoicing, lead generation, contact management, email marketing, and more. Plugging Infusionsoft into Zapier gives Infusionsoft users even more ways to automate their customized workflows. To read more about Infusionsoft and...read more
Infusionsoft mention · March 29, 2016

Infusionsoft Automation: 20+ Ways to Maximize Your Marketing and CRM Software

Your days are filled with communication: a call to your internet service provider, a way-too-long email chain with your accountant, and a voicemail message waiting from a supplier. And then there are your customers—the people at the center of your business who are the most important to communicate with...read more
Infusionsoft mention · January 15, 2015

A/B Test Your Email Marketing

A/B testing. The phrase itself sounds complicated and time-consuming—something that can really wait for another day. But it doesn't need to be that way. Modern web tools, like the 25 email marketing apps we recently reviewed, are often equipped with features that make A/B testing (also...read more
Matthew Guay
Reviewed by Matthew Guay
Last updated June 13, 2018

You’re busy and need a better way to keep track of everything about your business. Your contacts. Tasks. Events and appointments. Notes about your last meeting with the client, and details about where your deal negotiation stands. Automated marketing to stay in touch with new leads. Even tools to make sure your team gets paid for your work and can sell products easily.

Infusionsoft does it all in one app. It plans your schedule, tells you who you need to followup with, automatically sends out marketing emails, can mail-merge paper letters, and even lets you sell products online from the same app. It’s a jack-of-all-trades that happens to work quite well together.

When you start your day at work, you likely open a half-dozen apps and websites and spend quite a bit of time just figuring out what needs done and finding the info to do it. Not with Infusionsoft. Every time you open Infusionsoft, you'll see your tasks organized by when they need finished, a report on your most recent marketing campaigns, an overview of your sales pipeline, and more. You can dig into the info from your Tasks, Pipeline, or Contacts page, each with the same info organized based on what you need. Tasks pulls the to-dos from all of your contacts and organizes them based on when they're due. Contacts combines everything, for quick details about everyone related to your business complete with your appointments, tasks, notes, emails, files, and even payments.

The pipeline is where you'll keep track of the deals you work on with contacts—the ones that hopefully will turn into payments. Infusionsoft's pipeline is a kanban board there you add in-progress deals and move them through the columns as the deals progress. Each deal is tied to contacts, so you can click through to see details about your meetings, tasks you need to complete to finish the deal, and the payments from your clients when they come through. Need more leads to pitch on deals? Infusionsoft's landing pages and forms can help you gather contacts, with marketing automation to start them thinking about working with your company.

Selling individual products instead of deal-driven services? Infusionsoft's eCommerce tools can help there too. For an additional $59/month, you can add eCommerce tools to your account to build an online store and manage sales right from Infusionsoft, using the same payment processing to process orders as you would client invoices.

Everything in Infusionsoft is geared towards helping you get sales, of your pipeline-driven deals or your eCommerce store visits. Its Campaigns tool lets you lay out automations based on contact action. Say you want to reach back out to contacts if they don't reply in a certain amount of time. You can drag a delay element to wait 3 days, say, then an email element to send a personalized email to that contact, and a task element to remind you to check back on them. Make workflows for any part of your sales process you want, and Infusionsoft will take care of the tedious parts of sales for you.

Infusionsoft includes everything you'd need to identify your customers' needs, customize marketing to them, actually sell your real products, and make sure you're staying on top of everything you need to do at the same time. And it’ll even let you know how you’re doing at marketing.

Originally published October 2, 2014; updated June 13, 2018 with new pricing and features

Have any feedback on this overview, or something we should change? Let us know!

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.