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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

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Community > App Reviews >

Infusionsoft Connect powered by Workato

Started by Xero API -   in App Reviews |CRM

5 out of 5 stars
 
Based on 5 user ratings
If you are a user of Xero and Infusionsoft Connect, tell us how you are getting on and your experience so far. Any tips?

About Infusionsoft Connect


Automate beyond accounts. With Infusionsoft's customizable bidirectional sync to Xero, save more time and get better insights from lead source tracking to transactions to customers follow-up. For more information, check out Infusionsoft Connect.

Tip

Remember if you have questions or need assistance with Infusionsoft Connect, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the Workato support centre or this page for information on connecting Infusionsoft to Xero.

Apps not working and calendly link is not working as well
 

Regan Hillyer  

The support from these guys has been great, Amlan is a great dude who helped me to get the whole thing running.

Its a very complex program and I'm thankful for having someone there to assist. Great news it that its all working correctly!

Cheers guys :)
 

Nicholas Hoyle  

Simply Genius! Connecting Xero and Infusionsoft has been a massive WANT for such a long time, and now with Workato it is actually quite simple and easy. Workato's support has been brilliant all along and more than happy to jump on a screen share to help troubleshooting.
An added bonus is that I did not know about Workato until this integration came out, and now use it with lots of other integrations too!!
 

Pieter de Villiers  

Xero Connect by Workato has been a game changer for our business. The powerful capabilities to synchronize the invoicing and payment activity to Xero, has provided insight that previously took manual data manipulation to complete. No other integration to Xero can match this functionality.

Providing the power and flexibility also brings an additional level of expertise needed to implement a customized recipe. Out of the box capability does exist, but many businesses have modified their internal processes necessitating some adjustments to the recipes. Support is great, and experience of the Workato staff is exceptional.
 

Andy Peterson  

I love Xero Connect by Workato. It allows me to integrate email marketing automation into Xero! I can now use Infusionsoft to communicate with my clients and send them targeted emails based on their buyer behaviour. Infusionsoft allows me to automate my marketing funnel, my new client onboarding and workflows and now this integration means all my data is synced with Xero in a robust, highly customisable way that is quite easy to set up.
 

Anyce Grayly  

Xero Connect by Workato is the single best application I have implemented in my clients' businesses as well as my own since becoming Xero and Infusionsoft Certified in 2012. Most other Xero / Infusionsoft integrations in my experience have been frustrating and lack-lustre. Xero Connect's bi-directional sync is elegant, powerful and delivers such unprecedented insights for business owners to make better decisions; decisions based on fact. Being able to capture data from a contact's lead source all the way through to invoicing (automagically) and everything in between is the missing link. Not having to connect a myriad of separate applications to Xero to achieve what Infusionsoft does via Xero Connect is genius simplified. Huge thanks to the Infusionsoft / Xero / Workato team for this gem!
 

Kristin Moolman