Infusionsoft is powerful, however, when you use it with some plugins, it takes this power to a whole new level.
As a consulting business here are some of our favourite plugins that integrate with Infusionsoft that we use as well as a number of our clients every single day.
They have saved us thousands over the years and you’ll need to assess each of them if they are a good fit for your business and if you’ll get a return from them.
Full disclosure, we are an affiliate partner for some of these apps and only recommend them as we really do use all of them. Hopefully, our short list helps you to investigate plugins that could truly impact your bottom line.
Ok, so here they are:
1. Graphly
Background
Awarded the winners of Battle of the Apps by Infusionsoft in 2015, Graphly has come on the scene and even last week introduced multiple new widgets to make the lives of Infusionsoft users better.
What so special about it?
Ever wanted to get visibility of certain information in Infusionsoft, but you can’t find it, it’s in multiple reports that you have to pull together and/or you can’t visually bring this together without exporting to excel and being a pivot table/chart whiz?!?!? It’s frustrating, right? I LOVE Graphly and it’s up there as one of my favourite apps. It not only pulls together critical information in a graphical way, it allows you as the business owner to actually have a dashboard and manage your business as you should. We have a number of clients on it and one, in particular, worked out that there was a major gap in their internal processes that was taking a sales person on average 11 days to call back a hot lead. By capturing the time between two tags being applied and visually bringing this together as a chart that automatically updates, the business owner could easily identify the problem and fix it. Another one I love is the ability to track the conversions of your funnel – you have 100 optins and 25 sign up for your next step, that’s a conversion of 25% – Graphly will automatically calculate that for you. Ok, I could go on and on about Graphly! Jarrod and the team are doing a great job constantly innovating and it’s definitely a worthwhile app to use in your business.
2. MyFusion Helper
Background
These are the new kids on the block and rival PlusThis this for sure. I’m super excited for Troy who runs this great plugin, as they are constantly evolving it and making it an affordable option for Infusionsoft users. We have only just started using this plugin however it’s already had a major impact on a key process in our business.
What so special about it?
t does heaps of cool stuff! It’s like a toolkit in a box and offers a bunch of functionality. It calculates values, passing data from one field to another, automatically registers contacts from Infusionsoft into GoToWebinar, upload files to the file box of a contact record, split testing facebook audience integration, google sheet integration and so much more! Infusionsoft doesn’t do some of these functions and currently a number of users need to look at alternative expensive plugins, do it manually or don’t do it at all. One integration we’re particularly excited about is the tight integration with GoToWebinar, that you get a bunch of critical information about the engagement of the contact during the webinar that can be added to fields in Infusionsoft or as a note on the contacts record, see here:
3. DynamicSync
Background
We use this, however we also work with a number of speakers who run online and offline events and this plugin is critical for a successful business running events. Anton and the team have you covered with this plugin.
What’s so special about it?
If you run multiple events or even the same one or two events, however you need the ability to just add new locations or dates instead of completing setting up a new campaign, then this plugin will be worthwhile looking into. In particular the check in functionality for live events, makes it easier for your event staff to capture who was there. Processing the event is easy and will automatically kick off automation post the event that you have setup in Infusionsoft. Another cool thing that we’ve been setting up with clients thanks to this plugin, if you run recurring webinars or live events for your clients (e.g. materminds, Q&As, mentoring etc), we have created a setup that automatically registers your customers into the next event and they just let you know if they can’t come or not. So basically all you have to do is set up the campaign once, make sure you have a future date in there so contacts have somewhere to go after each event and it will do the rest (reminders, post event follow up etc). We’re actually looking for businesses who are keen to be part of our pilot program for this setup, contact us here to let us know that you’re keen.
4. AppointmentCore
Background
We’ve been using this plugin for the last few years and it’s saved hours of time scheduling appointments with prospects and clients.
What’s so special about it?
This plugin syncs with Infusionsoft and your Google or Outlook calendar. This allows contacts to be sent a link and they can book into your calendar based on your availability. For example, if you’ve already got an appointment, it recognizes that so that someone can’t double book you on that day. Not only that, the appointment also gets created in your calendar and also against the contacts record in Infusionsoft. Perhaps you’ve tried to schedule an appointment with someone and you go backwards and forwards trying to coordinate a time. AppointmentCore allows you to easily send a contact a link (or event automatically do it from Infusionsoft) and they can book themselves. Reminder emails can be setup either from AppointmentCore or Infusionsoft and if they need to reschedule or cancel it also caters for that too.
There are current top four, particularly for serviced based businesses. These plugins have saved us thousands of dollars in improved efficiencies, revenue by plugging critical holes in funnels/processes and greater customer retention due to tracking engagement, just to name a few.
What are your favourite Infusionsoft plugins?
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