Integrate Infusionsoft with TimeTrade

infusionsoft-timetrade-integration

(This post is part of a series – Email to CRM: Part 1)

Today is an exciting day for many Infusionsoft users. We have completed an integration with the popular online appointment scheduling software, TimeTrade. If you’re already familiar with TimeTrade, feel free to skip the next paragraph.

About TimeTrade
TimeTrade (previously known as TimeDriver), is one of the leading online appointment scheduling software companies out there. The concept behind online scheduling is that it empowers your prospects, customers and partners to quickly and easily schedule appointments with you. One of the core benefits to the businesses using TimeTrade is that they can spend less time on administrative tasks, and devote more time to sales and customer service conversations.

About Our TimeTrade – Infusionsoft Integration
In order to achieve the communication necessary, we put one of our leading plug-ins to work. We use Email to CRM to extract important data from the appointment confirmation email, and use that data to add/update records in Infusionsoft, run unique action sets depending on appointment criteria and last but not least – create an appointment in the appropriate users Infusionsoft calendar.

Watch It In Action:

~ Video by Dustin Lunt

If you have any questions about the integration, give us a call. If you’re ready to get started,
snag our Email to CRM plug-in here.

Happy Automation,

Jarrod

P.S. With Email to CRM, you’ll be able to not only integrate TimeTrade with Infusionsoft, but also any other platform that has the ability to send a consistent email notification.

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6 Responses to Integrate Infusionsoft with TimeTrade

  1. Anne November 19, 2012 at 3:37 pm #

    Will I be able to set it so that when someone schedules, the action set that starts to run is dependent on the date of the appointment? Or only the date on which they schedule?

    For example, today someone schedules for 12/15. I want them to receive a particular notice one week before, or 12/8. Can I set that up with this product, to run an action set 1 week before their appointment, or will the action set start to run based on the day they schedule?

    • Jarrod Morris November 19, 2012 at 10:28 pm #

      Anne, this is a great question. The action set runs immediately however, with either follow-up sequences (legacy) or the new campaign builder you can use a delay timer to schedule based on the custom field values we pass from TimeTrade into Infusionsoft. There are a couple different approaches you can take and I’d be happy to talk through those with you.

      So again, whether you start a follow-up sequence with delay steps upon the appointment being scheduled or simply apply a tag which completes a goal to kick off a campaign, you definitely have options to do what you’re asking.

  2. johnrhopkins September 27, 2013 at 12:39 pm #

    What happens when Timetrade changes their email format?

    • Jarrod Morris September 27, 2013 at 1:47 pm #

      That’s a great question John. While this hasn’t happened with TimeTrade;s email notificaiton, we’ve seen other sources change their email format. It usually take a few minutes to update your extractions to match the changes made, and then you’re on your way again. We have actually put in a request with TT to notify us in advance should they decide to make any format changes. Assuming they provide that level of communication for partners, we will be able to prepare a new extraction template so that our users can implement it simultaneously with out skipping a beat.

  3. Matt November 11, 2014 at 9:31 pm #

    Hi!
    I’m wondering if I’m able to make setting a timetrade appointment a goal in Infusionsoft so that when they make an appointment, they are automatically removed from a sequence and can be added to another.

    Please let me know if this is possible

    Matt

    • Jarrod Morris June 13, 2016 at 11:15 am #

      Hey Matt, the strategy would be to use a tag goal. Then when an appointment is set in TimeTrade, it pings Parsey and Parsey applies the tag you have set up as a goal. I’d also recommend removing that tag in your campaign immediately after so that someone can cycle through the campaign multiple times. That is of course, unless you want them to go through the process only once and prevent future occurrences.

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