Native Infusionsoft integration

    The ScheduleOnce connector for Infusionsoft enables complete scheduling integration through all phases of the customer lifecycle. Key lifecycle processes such as marketing, sales prospecting and customer onboarding can be powered with online scheduling, resulting in up to 3x increase in conversion rates, accelerated sales cycles, and increased customer satisfaction.

    • All booking activity is tracked and kept up to date in Infusionsoft
    • Fully compatible with your Infusionsoft organizational setup
    • Complete support for automated and manual campaigns

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    OnceHub Infusionsoft Integration

    Scheduling with your Infusionsoft contact base

    When you ask your existing Infusionsoft Contacts to make bookings, ScheduleOnce identifies a contact by their record ID, eliminating the need to ask for information you already have. This enables a better customer experience and improved conversion rates.

    Scheduling with prospects

    When you ask any customer or prospect to make a booking, ScheduleOnce uses their email address to check if the contact exists in Infusionsoft. The contact is then automatically created or updated based on your record creation rules.

    Automatic record creation

    When a booking is made and the customer doesn’t exist in Infusionsoft, a contact record is automatically created with all information provided by the customer.

    Automatic record updates

    When a booking is made and the customer already exists in Infusionsoft, the contact record is updated based on your record update rules.

    Automatic appointment creation

    Every ScheduleOnce booking creates an appointment in Infusionsoft and adds it to the Infusionsoft Calendar. The appointment is automatically related to the relevant Contact record.

    Automatic appointment updates

    The appointment is automatically updated with any changes taking place throughout the booking lifecycle, including when the booking is canceled, rescheduled, completed, or set to no-show.

    Infusionsoft tags

    Automatically add Infusionsoft tags to different phases of the booking lifecycle. For example, you can apply a follow-up tag to every booking that is canceled by the customer, or a thank you tag to every booking in completed status.

    ScheduleOnce lifecycle tags

    ScheduleOnce lifecycle tags are automatically created and continuously updated throughout the booking lifecycle. Lifecycle tags allow you to satisfy campaign goals, run manual campaigns, and create targeted email broadcasts using historical data.

    Field mapping

    When a booking is made, ScheduleOnce system and custom fields can be automatically mapped to any Infusionsoft system or custom field.

    Record assignment

    When a booking is made, contact records can be automatically assigned to the booking page owner or maintain their existing ownership.

    Automatic classification

    When a booking is made, the contact and appointment are automatically classified and prioritized in Infusionsoft.

    Lead sources

    When a booking is made via ScheduleOnce, web lead sources are automatically assigned to every booking contact.

    Integrated links

    The link to the Infusionsoft Contact record is available in all ScheduleOnce activities and notifications, enabling a seamless connection between the two systems.

    Web tracking

    The Infusionsoft tracking code helps you optimize your booking forms by capturing visitor activity and making it available for analysis in Infusionsoft.

    Infusionsoft integration via Zapier

    Infusionsoft integration through Zapier allows you to send booking and customer data to Infusionsoft. Data received from ScheduleOnce always creates a new and independent data record in Infusionsoft.

    Infusionsoft integration through Zapier supports the following scenarios:

    When a new booking is made

    • Create a new Infusionsoft contact record
    • Create a new Infusionsoft appointment

    When a booking is rescheduled in ScheduleOnce

    • Create a new Infusionsoft appointment