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.
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.
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.
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.
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.
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.
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.