Clients have asked us how they can see both the companies and contacts in Infusionsoft opportunities. Since this is not possible by default, we created a solution. Here’s an example spreadsheet: Then, we added this to Google Data Studio:
Video: How to Send Email from People Who Are Not Infusionsoft Users
A loan company is looking for a way to have emails be sent to customers applying for loans from the loan officer they’re working with. However, the company doesn’t want to have to train and support each loan officer using the marketing automation and CRM software. So we have been tasked with sending personalized email […]