Yep. Call me. 919-647-4392

Email you and completed online form. Please advise

I'm just getting started with InfusionSoft and am an avid user of SOC. What's involved in getting the two systems integrated?

It's pretty simple. Just go to my site (www.internetautomater.com) and sign up to be beta tester. You will receive an email with some templates. Just create a new task template, fill in the body and add the task to a sequence. I can help you with the setup too.

Ryan,

Looks great. I currently usually use gmail as my email client and/or send from infusionsoft directly. Does this connect to infusionsoft directly or only through outlook/MS outlook...?

I am hoping it connects directly through to infusionsoft to s.o.c. - if so can I set-up follow through infusionsoft to soc or does just send contact info and I still need to fire-off soc follow series...?

BTW, I am a little new to infusionsoft so still figuring out how it all works.

Is there any price to this beta test...?

Matthew
http://www.smallbusinessonlinecoach.com
416 873 7902

Ryan, any updates on this, since it's been close to a year since you started this thread?

Things are going pretty well with the system. I have had to adapt to changes at both SOC and Infusion. There have been about 50 beta testers signups, but only about 10 have actually done the work required to connect the two systems.

If you'd like to see how it works, let me know.

Ryan

The Internet Automater is out of beta. Please go to the site to create your free 14 day trial account. www.internetautomater.com

Ryan,

I am interested in this as an Infusionsoft and SOC users. I might be thick but it it not clear to me exactly what the interface does. Have you some more detail or a demo on YouTube?

David

You're not dense. I do need to make a video. Did you look at my site? Sing up for the 14 day trial. That will fill in some of the gaps. Call me if you need more help. 866-343-2345