Hi there, I work in real estate and we track our agents call volume on a weekly and all time basis. We currently use a google spreadsheet to input all sales metrics. I am trying to cut down on the amount of manual input required to present the main dashboard. Currently on my Infusionsoft Dashboard…

Hi @Catherine_Roy , I would recommend checking out the Infusionsoft Marketplace for possible existing integrations that might work for you. Alternatively if there aren’t any options available, you can also find Developer Partners there who could further assist you.

One possible option: [image] Connect your Google Docs to Keap Max Classic integration in 2 minutes | Zapier Set up the Google Docs trigger, and make magic happen automatically in Keap Max Classic. Zapier's automation tools make it easy to connect Google Docs and Keap Max Classic. Come t…

In Infusionsoft your agents can create a note with a pre-defined Action Description (like “Close Sale”, 'Follow up Call", etc, whatever you deem necessary) when they finish a call as a way of recording their actions. In Zapier you can use the New Contact Action trigger on Infusionsoft and then Filte…

I was working with Zapier and I came close. I set it create a new line every time a note was created. We use Turbodial which automatically creates notes when you select a call outcome - but if I set it to create a line everytime a note is created, it will count it as a call even when they are just u…

Hi Nicholas, thanks for taking the time to read my question. Do you have any developers you’d recommend?

To prevent a record being created every time, that is why you have to use a Zapier filter. The image bellow shows an example of a filter. You will put all the key words you want. It is a three step Zap: (1) Trigger on a new note created on Infusionsoft (2) Filter on the Action Description (3) Add a …

@Catherine_Roy , You are welcome! I am a computer engineer with 29 years of experience developing software. If you need development with this, I can help. Just need to know which are the Action Descriptions or Note Text created by Turbodial that you want to log, that is if you have a way of differen…

@Catherine_Roy You’re welcome! All of our developers are great :smile:, I don’t have anyone specific that I would recommend.

Did anyone else’s Google Sheets’ Infusionsoft feed suddenly stop working today? I am making use of a script on Google Sheets which creates a web app via the HTTP POST in the campaign builder. It first started going idle and sending information in bursts and then it stopped completely. If anyone know…

Infusionsoft to Google Sheets

API Q&A

Nicholas_Trecina (Nicholas Trecina) November 10, 2017, 4:29pm 9

@Catherine_Roy You’re welcome! All of our developers are great , I don’t have anyone specific that I would recommend.

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Infusionsoft to Google Sheets

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