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Infusionsoft and FuseDesk Automation Recipes for Infusionsoft Campaign Builder and FuseDesk Automation Rules

Appointment Scheduling with FuseDesk

Appointment Scheduling has never been easier now that FuseDesk connects to your favorite calendaring tools with Zapier. This empowers your team to automatically create and update FuseDesk cases as your prospects and customers schedule, cancel, and reschedule events. FuseDesk connects to your favorite self-scheduling calendar tools like Calendly, AppointmentCore, ScheduleOnce, Google Calendar, and more. To Keep Reading...

Setting up a Sales Pipeline in FuseDesk

You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status Keep Reading...

Coaching Support Reps with Slack

Coach your customer support, sales, or success team using FuseDesk's powerful Slack integration. With this automation, your coaches, mentors, and managers can keep an eye on select cases to provide live feedback to your team as needed. For example, as you onboard a new team member, you can have each of their replies shared directly Keep Reading...

Workflow Automation in FuseDesk

In FuseDesk, you can easily automate multi-step workflows by leveraging FuseDesk Automations. Your FuseDesk Automations for Workflows will typically be triggered by your team applying a FuseDesk Case Tag, replying with a specific Email Template, or using a specific Note Template. Let's say that your team gets work orders for website change orders. A new Keep Reading...

Post-Purchase Welcome Calls

One great way to reduce refunds, returns, and chargebacks - and delight your customers - is to have your team reach out and call your new customers after they buy from you. Not only does a welcome call delight your customer, but it can solve many of the biggest challenges with onboarding a new customer. Keep Reading...

Net Promoter Score (NPS) – Personal Follow Up

So you're following up with your customers using Net Promoter Score (NPS). Fantastic! But what are you doing with the data aside from just dashboarding your number? Automation is fantastic for repetitive tasks like sending a follow up email to obtain your NPS, but... at a certain point you want to actually get a real Keep Reading...

Membership VIP Support

You have a membership site and want to handle your members differently based on their membership level, for example providing VIP support to your VIP members. In FuseDesk, there are a number of great ways you can accomplish this and see how well your team is doing. To start with, let's make sure your customers Keep Reading...