If you’re looking to streamline your sales and marketing processes, Infusionsoft is a great choice. With its powerful automation features, Infusionsoft can help you nurture leads, score prospects, and close deals faster and more efficiently.

If you’re new to Infusionsoft, or just need a refresher on how to use its automation features, this guide will show you how to set up and use pipeline automation in Infusionsoft.

What is pipeline automation?

Pipeline automation is the process of automating your sales and marketing processes to improve efficiency and speed up your sales cycle. By automating repetitive tasks, you can free up time for your sales and marketing teams to focus on more strategic tasks that will help close more deals.

Infusionsoft provides a number of features to help you automate your sales and marketing processes, including lead scoring, lead nurturing, and deal closing. In this guide, we’ll focus on how to use Infusionsoft’s pipeline automation features to streamline your sales process.

How to set up pipeline automation in Infusionsoft

Before you can start using pipeline automation in Infusionsoft, you’ll need to set up your sales pipeline. If you’re not sure how to do this, check out our guide on how to set up a sales pipeline in Infusionsoft.

Once you’ve set up your sales pipeline, you can start automating your sales process. To do this, go to the Automation tab and click on the Pipeline Automation tab.

From here, you can create an automation rule by clicking on the New Rule button.

When creating a new rule, you’ll need to specify a few things, including the trigger, the action, and the criteria.

The trigger is the event that will start the automation rule. For example, you might want to start a rule when a prospect is added to a specific stage in your sales pipeline.

The action is the task that will be carried out when the trigger is fired. For example, you might want to send an email to the prospect or assign the prospect to a specific sales rep.

The criteria are the conditions that must be met for the automation rule to be triggered. For example, you might only want the rule to be triggered if the prospect is in the “Interested” stage of your sales pipeline.

Once you’ve specified the trigger, action, and criteria for your rule, you can click on the Save button to save the rule.

You can then repeat this process to create additional rules to automate your sales process.

How to use pipeline automation in Infusionsoft

Now that you’ve set up your sales pipeline and created some automation rules, it’s time to put pipeline automation to use.

There are two ways to do this:

1. Automatically trigger rules when prospects are added to your sales pipeline


Other related questions:

What is a pipeline in KEAP?

A pipeline is a set of automated processes that allow you to move information or objects from one stage to another. In KEAP, pipelines allow you to move contacts from one stage to another in your sales process.

Does infusionsoft have a CRM?

Yes, Infusionsoft has a CRM component that can be used to track and manage customer relationships.

Is KEAP and infusionsoft the same?

No, KEAP and infusionsoft are not the same.

What can you do with Infusionsoft?

Infusionsoft can be used to automate marketing and sales tasks, including email marketing, lead capture, lead nurturing, and opportunities and sales management.


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