Build custom reports and dashboards using your Infusionsoft and data
Trusted by over 50,000 game changers and their teams
Why Klipfolio?
You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.
Bring all your Infusionsoft and data into one spot
Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.
There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.
Deploy Infusionsoft and reports and dashboards in hours
You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.
Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.
Check out our gallery of pre-built templates
A great price for a powerful and flexible platform
Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.
Klipfolio plans & pricing that grow with you
Count on world-class support to help get you started
No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.
Need help with an urgent project? We can build it for you!
We are here to help! Book your free 1-on-1 call with Pilar.
Infusionsoft pre-built metrics
Hours Watched
Make sure your videos are popular by tracking how many hours your videos were watched over the past 30 days.
Uses:
pre-built metrics
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:
Build a custom dashboard for
Infusionsoft or
You can work with Infusionsoft and separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.
Creating Infusionsoft Dashboards
Wistia provides simple software for creating, managing, and sharing videos for business. With a customizable player, detailed analytics, and Soapbox (a free Chrome extension that enables anyone to record, edit, and share high-quality videos in minutes.)
There are three ways to build video marketing dashboards in Klipfolio:
- Klip Gallery - Use pre-built Wistia metrics
- Connector Gallery - Use the Connector Gallery to create a custom Wistia dashboard
- Build your own custom connector - Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless with what Wistia data you can pull into a dashboard.
For more details on integrating Klipfolio to Wistia.
Creating Dashboards
Infusionsoft automates your small business sales and marketing, while combining your CRM, email marketing, lead capture and e-commerce in one place.
To connect your Infusionsoft data with Klipfolio, follow these three simple steps:
- Start the data source creation process.
- Find your Infusionsoft Account Name and API Key.
- Use Infusionsoft documentation to write a query (or copy our example query) and enter it into Klipfolio.
For more details on how to integrate Infusionsoft with Klipfolio.
