HOME
ABOUT US
SOLUTIONS
ANALYTICS
PRO
CONTACT
SUPPORT
LOG-IN
iFOLIO + ZAPIER
INTEGRATIONS
Do More with iFOLIO Cloud
Zapier lets you connect iFOLIO Cloud with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
Popular ways to use iFOLIO Cloud workflows
Your Zoom webinar registrants are some of your best new prospects, and you want to make sure you're following up with them immediately. This integration helps you do just that, automatically sharing any one of your published iFOLIOs to Zoom webinar registrants, as soon as they're created.
Help Docs Here Make Your Zap
Make every member of your organization feel welcome! Automate onboarding with 2-way communication. This integration will deliver a welcome iFOLIO with everything they need to know when a new user is added in Slack.
Help Docs Here Make Your Zap
This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly.
Help Docs Here Make Your Zap
Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.
Help Docs Here Make Your Zap
It's important to engage with inbound leads while your brand is still top of mind to the customer. With this integration, you can make sure that no leads fall through the cracks in the digital noise. Automate an iFOLIO share to new Google Ads leads, so you never miss out on a hot opportunity again.
Help Docs Here Make Your Zap
Welcome new contacts with this iFOLIO and HubSpot automation. Send an iFOLIO digital portfolio via text message when someone submits a HubSpot form. Whether they’re a new lead, or a subscriber, this integration streamlines your customer engagement process and provides a delightful customer experience with your brand.
Help Docs Here Make Your Zap
Welcome new Mailchimp subscribers with this automation. When a new subscriber is added in Mailchimp, they will automatically receive an iFOLIO portfolio with your customized messaging. Whether you are confirming or welcoming new subscribers, this integration can save time and provide a personalized, cutting-edge customer experience.
Help Docs Here Make Your Zap
This integration automatically sends out one of your published iFOLIOs when a new appointment is booked in Acuity Scheduling. You can customize the share message in Zapier or search for one of your saved share messages.
Help Docs Here Make Your Zap
iFOLIO is a flexible web-based platform that is CRM neutral and can integrate 5 ways to your CRM. Additionally, unlike competitors, iFOLIO enables you to export key analytics data so you can record exactly what you need in multiple databases.
5 Ways to Integrate Your CRM
