The flexibility you want, the data you need.
Build an Infusionsoft dashboard with Klipfolio
Build an Infusionsoft dashboard with Klipfolio
With Klipfolio, you can build a custom Infusionsoft dashboard that gives you better insight into your CRM platform. Use a real-time dashboard to make informed decisions on your campaigns and lead lifecycle.
How to build an Infusionsoft dashboard
There are two ways to build marketing automation dashboards in Klipfolio:
- Klip Gallery - Use pre-built Infusionsoft metrics
- Connector Gallery - Use the Connector Gallery to create a custom Infusionsoft dashboard
Use pre-built Infusionsoft metrics
Assemble an Infusionsoft dashboard by selecting pre-built metrics from the Klip Gallery.
Top 10 Invoice Items (Last 1000 Items)
Discover which invoice items are bringing in the most revenue.
Uses:
Top Contact Sources (Last 1000 Contacts)
See where your traffic is coming from by visualizing your top ten contact sources.
Uses:
Use the Connector Gallery to create a custom Infusionsoft dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Infusionsoft account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out custom visualizations in Klipfolio. You can also combine your Infusionsoft data with other relevant data (i.e. Salesforce) to get a deeper understanding of how your campaigns are performing.
Learn more about working with the Infusionsoft API and how you can start building your own Infusionsoft queries in Klipfolio.
