ZAPIER INTEGRATIONS








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DO MORE WITH iFOLIO CLOUD

Zapier lets you connect iFOLIO Cloud with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.





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iFOLIO + SLACK

Make every member of your organization feel welcome! Automate onboarding with 2-way communication. This integration will deliver a welcome iFOLIO with everything they need to know when a new user is added in Slack.

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iFOLIO + ZOOM

Your Zoom webinar registrants are some of your best new prospects, and you want to make sure you're following up with them immediately. This integration helps you do just that, automatically sharing any one of your published iFOLIOs to Zoom webinar registrants, as soon as they're created.

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iFOLIO + DOCUSIGN

Need to provide additional information along with your contracts? Activate this Zap to automatically share one of your published iFOLIOs whenever your envelope recipients sign a DocuSign agreement. Whether you're providing additional instructions or just saying thanks, this integration improves customer experience and makes work easier for you.

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iFOLIO + CALENDLY

Integration 1: This integration automatically sends your digital business card in iFOLIO Cloud to the prospect who booked with you in Calendly.
Integration 2: This integration automatically sends any of your published iFOLIOs when an invitee is created in Calendly. You can build a custom share message in Zapier, or search for one of your share messages by name.

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iFOLIO + GOOGLE ADS

It's important to engage with inbound leads while your brand is still top of mind to the customer. With this integration, you can make sure that no leads fall through the cracks in the digital noise. Automate an iFOLIO share to new Google Ads leads, so you never miss out on a hot opportunity again.

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iFOLIO + HUBSPOT

Welcome new contacts with this iFOLIO and HubSpot automation. Send an iFOLIO digital portfolio via text message when someone submits a HubSpot form. Whether they’re a new lead, or a subscriber, this integration streamlines your customer engagement process and provides a delightful customer experience with your brand.

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iFOLIO + MAILCHIMP

Welcome new Mailchimp subscribers with this automation. When a new subscriber is added in Mailchimp, they will automatically receive an iFOLIO portfolio with your customized messaging. Whether you are confirming or welcoming new subscribers, this integration can save time and provide a personalized, cutting-edge customer experience.

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iFOLIO + ACUITY SCHEDULING

This integration automatically sends out one of your published iFOLIOs when a new appointment is booked in Acuity Scheduling. You can customize the share message in Zapier or search for one of your saved share messages.






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