12.05.2019

product  |  8 min read

How to scale your small business using Infusionsoft and Automate.io

As a small business owner, think about how much time you devote to menial tasks that take away from being able to plan the future of your company or train and accommodate your employees. Infusionsoft and Automate.io are great tools that assist with time management via automation. Now you can integrate your most utilized applications with Infusionsoft that will nurture communication with new and existing clients and help your business flourish. Let’s take a look at some of the ways you can save hours each week with the different applications that can be synced with Infusionsoft.

Keap integrations for marketing teams:

1. Sync contacts from other sources to Keap

Sending the right message to the right person at the right time is the key to marketing your business successfully, and that can only happen if your CRM is updated with the latest contact information. Although having the most recent contact information in your CRM is easier said than done.

Manually moving contact information to your CRM from other marketing, sales, or payment apps is time-consuming, especially when the volume is high. While your marketing team can do that work, it won’t be the best use of their time, and it will only limit the growth of your business in the long run.

That’s where integration platforms like Automate.io come in. If you want to sync contact data from apps like Facebook Lead Ads, Mailchimp, GoToWebinar, or Stripe back to Keap, you can easily set up an automation to do that work for you.

Time saved: 56 minutes/week

2. Engage inbound leads by sending personalized emails via Keap

Everyone loves prompt responses, and the same goes for your prospects when they submit a contact request with you. Even an acknowledgment of their request goes a long way in enhancing their experience with your brand. However, doing that at scale for each request can be quite a task for your team, and that is why you should consider automating it.

Using Automate.io, you can easily engage your inbound leads by sending them a personalized email via Keap right after they submit a contact request using your preferred form.

Here’s how you can do it:

Time saved: 45 minutes/week

3. Enrich Keap contacts for better segmentation

You can’t always get the information you need to personalize your message from your prospects. If you increase the form length to understand more about them, you increase the risk of affecting your conversion rate.

While you can manually enrich the contact information of your prospects by putting your team at work, it isn’t scalable, and that’s where this automation can help. It will auto-enrich new contacts in Keap using contact enrichment tools that will help you effectively segment your leads and add a personal touch to your messages.

Here’s how you can do it:

Time saved: 3 minutes/lead

Keap integrations for sales teams:

4. Notify your sales teams on new qualified leads in Keap

A study by Lead Connect states that 78% of customers buy from the company that responds to their inquiry first. One way to ensure you’re that company is to set up an automation that notifies your sales team in real-time every time you get a new qualified lead. You can segment them by using tags in Keap.

This automation will help your sales team stay on top of every opportunity that comes your way, minimize the first response time, and help them focus on what they do best - close deals faster.

Here’s how you can do it:

Time saved: 30 minutes/week

5. Create opportunities in Keap based on tags

Maintaining a sales pipeline is a great way to track your sales cycle and make your sales process efficient. However, it all starts with creating a deal in your pipeline. While manually creating a single deal in your pipeline doesn’t take much time, it can create an overhead for your sales team if the volume of leads flowing through your funnel is high. In such cases, there’s also a high possibility of some leads slipping through the cracks.

To ensure opportunities are created for all your relevant prospects, you can set up an automation that creates an opportunity in your pipeline when a particular tag is added to a contact.

Here’s how you can do it:

Time saved: 30 minutes/week

6. Sync tasks between Keap and other apps

While your sales team can easily create their sales-related tasks in Keap, most companies practice keeping a shared task board across teams to maintain transparency on what other teams/team members are accomplishing. If your company follows the same practice, this automation will come in handy.

Wherein their Keap tasks will automatically be added to their overall task list on your preferred project management app. It will also help them manage all their activities efficiently and ensure that they never miss a deadline.

Here’s how you can do it:

Time saved: 35 minutes/week

7. Sync Keap appointments to other calendars

Imagine scheduling an appointment for a business meeting only to later reschedule it due to a double booking or because it slipped your mind. Not only do such scenarios create unnecessary delays in closing a deal, but they also make you look unprofessional.

To ensure such scheduling conflicts don’t happen with your sales team, you can use Keap’s native integration with Google Calendar to keep the calendars in-sync. If you use a different calendar app like Office 365, you can set up an integration using Automate.io to do that.

Here’s how you can do it:

Time saved: 20 minutes/week

Keap integrations for finance teams:

8. Sync Keap invoices to other bookkeeping apps

If you’re using multiple platforms to manage your billing and invoicing, this automation will keep your finance team from doing a lot of manual data entry and even reduce the chances of errors that come with it.

This way, your finance team has to create an invoice in Keap once, and the invoice will get auto-created in other bookkeeping apps you use like QuickBooks or Xero. Now they can focus on the important things instead of doing repetitive work.

Here’s how you can do it:

Time saved: 28 minutes/week

[Bonus] Keap integrations for e-commerce businesses:

The automations we’ve covered above can be used by any business, but if you’re running an eCommerce store, we’ve got some bonus automations you can use that will save you a ton of time and help you scale your online store.

9. Sync customer information from E-Commerce platforms to Keap

If you’re running an online store you should sync customer data from your eCommerce platform back to Keap. Why, you ask? By having your customer information on Keap, you can delight your customers by running loyalty based email campaigns or you can create a nurturing sequence on Keap to win back inactive customers.

Here’s how you can do it:

Time saved: 56 minutes/week

10. Import products from other sources to Keap

Wouldn’t it be awesome if you could add products in one place, and they automatically got imported to Keap? That’s precisely what this automation allows you to do. From now on, you don’t have to spend time manually creating products on Keap, add them in either Google Sheets, Shopify, or WooCommerce, and they will automatically be imported to Keap.

Here’s how you can do it:

Time saved: 45 minutes/week

In closing, by using these automation workflows, Keap users can save up to 7 hours in a single work week. That’s almost an entire work day that you don’t have to worry about fostering your correspondence. Once you sync your contacts and tasks from other applications with Keap, it’s a set-it-and-forget-it type of deal. Give yourself and your small business the gift of time by integrating your small business marketing with Infusionsoft. Check out Automate.io’s Keap integration page for more information.


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Why the name change?

Infusionsoft is now Keap. Why? Because it takes perseverance to grow a successful small business, and we’re here to help.

Our mission remains the same: To simplify growth for millions of small businesses worldwide.

As Keap, we now offer a family of products designed to help small businesses no matter what stage they’re in.

We created Keap, the all-in-one CRM, sales and marketing platform for growing service businesses, because most small businesses need to start simple and grow over time.

Our top-tier product, Infusionsoft, is for small businesses with more advanced sales and marketing automation needs.

So whether you want to start simple or you’re ready for our most advanced edition, we offer a Keap product that will help you get organized, deliver great service, and grow your business.

Keep going. Keep serving. Keep growing.

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