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Connect My Sales

Connect My Sales

by WASHMO Media, LLC

Automated Segmentation and Followup in Keap and Infusionsoft

5.0 of 5 stars(8 reviews)
$55/month. 30-day free trial.
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Transfer Data Automatically

Automatically syncs order data including customer, products, tax, shipping & coupons to Keap/Infusionsoft for each new Shopify order.

Create and Apply Tags

Automatically create & apply tags for each product purchased & coupon used. Use tags to segment your customers or trigger campaign goals.

Trigger Campaigns

Start campaigns when an order is placed, a specific product is purchased or coupon code is used.

About Connect My Sales

Connect My Sales automates the transfer of order data from Shopify to Keap/Infusionsoft, making it possible to segment your customers and automate follow up sequences.

Data transfer

Connect My Sales transfers all order data, including: *customer details *products purchased *coupons applied *tax and shipping

...plus Connect my Sales automatically generates and applies tags to the customer based on the products they purchased and the coupon codes they used.

Tagging

Tags for products purchased and coupon codes applied can be used to segment your customer base for broadcast emails or to trigger tag-applied goals in Keap/Infusionsoft's Campaign Builder. This allows you to follow up with your customers to provide useful recommendations and reminders based on products purchased.

Campaign Builder Goals

You can also use our custom API-called goals to trigger campaigns each time an order is placed or when a specific SKU is purchased.

Connect My Sales requires a paid Keap/Infusionsoft account.

Contact us to learn how you can get Connect My Sales for free when you purchase Keap/Infusionsoft through us!

Integrates with

  • Infusionsoft

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Support

Pricing 30-day free trial

$55/month

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

Overall rating
5.0 of 5 stars
 Based on 8 reviews

  • 5 of 5 stars
    100% of ratings are 5 stars
    (8)
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  • 1 of 5 stars
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Most recent reviews

Weatherford5

Rating
5 of 5 stars
Last edited
November 7, 2017

They contacted me immediately off hours and talked to me about my integration, Very professional and timely and offered additional consulting.

Needed to edit this review again to reflect how awesome these guys are, they don't only set you up but go out of the way to ensure you are ready to move forward, even with really complex setups that aren't typical or to be expected/supported. 10/10

Drchristianson

Rating
5 of 5 stars
Posted
October 11, 2017

Wow the team at Connect My Sales ROCKS!!!

They went above and beyond to help me get my integration set up. Their attention to detail that I missed was a true life saver!

They were able to bring over the SKUs without alteration which is exactly what I needed.

Thanks so much for saving the day!!!

Baby Frecklebox Com

Rating
5 of 5 stars
Posted
May 2, 2017

What a great app. I am not very technical and was concerned about connecting my Shopify platform to Infusionsoft. This was so easy and the detailed tagging of products in Infusionsoft was better than I expected. I am looking forward to using this app in more details soon.

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