simPRO - Infusionsoft Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide
simPRO - Infusionsoft Integration - Overview
A typical workflow for your team might be as follows:
1. Nurture leads in Infusionsoft.
2. Send contact and company from Infusionsoft to simPRO when ready to create a quote by adding a tag.
3. Create a Quote in simPRO.
4. Quote contact in Infusionsoft enters a Quote Follow-up Campaign.
5. Quote is accepted.
6. Create a Job in simPRO.
7. Job status moves in simPRO trigger notification automation in Infusionsoft Campaign.
8. Job moved to Invoiced Status in simPRO.
9. Job Follow-up Review/Referral Campaigns triggered in Infusionsoft.
The SyncEzy system is designed to run automatically in the background so the user doesn’t have to do anything manual.
SyncEzy works on a 15 Minutes Sync cycle, 24 hours a day. (i.e. 9:00, 9:15, 9:30, 10:00, 10:15, etc).
If the Automatic Sync schedule is not soon enough, manual Sync can be pushed via the SyncEzy Integration Portal.
Need more information?
We help our clients 24/7 with their integrations and apps.
What integrations do you offer? →
Related Articles
simPRO - TSheets Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide simPRO - TSheets Integration - Overview A typical workflow for your team might be as follows: Create a Job in simPRO. Job automatically comes to TSheets through SyncEzy. Optionally schedule in TSheets. Techs assign time ...simPRO - Encircle App Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide simPRO - Encircle App Integration - Overview A typical workflow for your team might be as follows: Create a Job in simPRO. Job automatically sent to Encircle through SyncEzy. Claim automatically created in Encircle when ...simPRO - Mailchimp Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide simPRO - Mailchimp Integration - Overview A typical workflow for your team might be as follows: Create a contact in simPRO. Contact automatically comes to Asana through SyncEzy, with all details, including custom fields. ...simPRO - Asana Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide simPRO - Asana Integration - Overview A typical workflow for your team might be as follows: Create a Job in simPRO. Job automatically comes to Asana through SyncEzy, with all Job Sections and Cost Centres. Projects are ...simPRO - QuickBooks Time Integration - SyncEzy Portal User Guide - Sync Schedules
Integration Portal User Guide simPRO - QuickBooks Time Integration - Automatic Timesheet Sync This function syncs the approved timesheets for all jobs for the selected time from QuickBooks Time to simPRO. Timesheets will sync to simPRO ...