首页扩展程序 Infusionsoft Sidebar for Email

Infusionsoft Sidebar for Email

提供方： Infusionsoft

生产工具 1,533 位用户

插件简介

The power of Infusionsoft from the comfort of your email inbox. View, edit, and tag contacts. Manage opportunities, tasks & more!

Infusionsoft Sidebar for Email™ brings the power of Infusionsoft right where you already work - your inbox. Access your Infusionsoft CRM records, add contacts to marketing campaigns, create or complete tasks and automate back office workflows right from the comfort of your email inbox*. With your CRM only a click away, you’ll boost productivity, save time and get your entire team actually using Infusionsoft to get the results that create success.

*Supported email clients include: Gmail, Inbox by Gmail, Office365

With Infusionsoft Sidebar™ you can:
- Add or edit contact records (contact info, notes, etc.)
- Create or update sales opportunities, including opportunity checklists
- Create or complete tasks in Infusionsoft
- Track unique opens for emails sent from your inbox
- Trigger automation with task completions or tags
- Segment contacts for targeted follow-up by adding or removing tags

To use Infusionsoft Sidebar for Email™, you must be a current Infusionsoft user and log in with your Infusionsoft ID.

About Infusionsoft
Infusionsoft is the leading sales & marketing platform built exclusively for growth-minded small businesses. It multiplies success by helping small businesses to leverage automation to get more customers, grow sales and save time. The privately held, six-time Inc. 500/5000 company is based in Chandler, Ariz. and is funded by Bain Capital, Goldman Sachs, Mohr Davidow Ventures and Signal Peak Ventures. For more information, visit www.infusionsoft.com.