Making Zen Planner and Infusionsoft Even More Powerful – Together

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zen-planner-infusionsoft-integration-logosInfusionsoft is the leading marketing software for small businesses, designed to help small businesses get organized and grow sales while saving time. Zen Planner shares this passion for helping small business thrive. We are super excited to announce that Zen Planner has partnered with Infusionsoft to increase the effectiveness of both platforms. Now let’s dive into why this partnership makes so much sense for both companies and our customers.

Reach the Right Customers at the Right Time

Infusionsoft is one of the most popular marketing platforms for small businesses – they help over 30,000 businesses manage their customer communication. The tools they provide are built to maximize customer engagement and convert leads by personalizing the messages your customers receive. Infusionsoft’s campaign builder is a visual tool that helps you map out the messaging you send based on your customer’s actions and characteristics. Configuring your marketing to reach the right customers at the right time will lead to better conversion and stronger relationships with your clients.

infusionsoft and zen planner

Infusionsoft also does an outstanding job of providing the information that you need to properly target your customers. They provide comprehensive reporting that will allow you to track what works and what doesn’t, empowering you to make decisions based on data. Information on open rates, clicks, unsubscribes, and submissions for every message you send will help eliminate the guesswork so you can build effective messaging campaigns.

Business Coaches and Consultants Love It

Some of the biggest names in small business consulting are Infusionsoft users. The fitness industry in particular is packed with coaching and consulting services, a large number of which are leveraging Infusionsoft to grow their brand and help their clients succeed. Many of them also provide Infusionsoft campaigns for their clients to help them hit the ground running and immediately improve their marketing effectiveness.

The Infusionsoft Marketplace is Packed with Valuable Resources

Even without the help of consulting services, the Infusionsoft Marketplace is full of campaign content examples ready to help you grow. Many of them are free and will provide a well thought-out blueprint for how to reach both new prospects and existing clients. Installing new campaigns into your account is super simple and once installed they can be fully customized to match your business’s unique needs.

What’s Next?

In the coming weeks, we will be talking more about the specifics of our integration and how it will empower you to build amazing marketing content. Stay tuned to the Zen Planner blog – we can’t wait to tell you more!


If you’d like to get a preview of the integration, make sure you visit Net Profit Explosion’s Mega-Training and stop by the Zen Planner booth.


eric blackwell

Eric Blackwell, Product Manager
Zen Planner

Eric has been with Zen Planner since 2013 and is currently a Product Manager. He grew up in various places along the east coast but has called Colorado home for the last five years. A self-described automation nerd, Eric is obsessed with all things tech but still enjoys outdoor adventures in any form.

9 responses to “Making Zen Planner and Infusionsoft Even More Powerful – Together”

  1. Nicole says:

    When is the happening? I already use Infusionsoft so I’m SUPER excited!

  2. Troy says:

    This looks great

  3. Tiffany Houkom says:

    We’re are so happy to hear you’re excited about this, Nicole! This integration will be available in the next few weeks. Stay tuned to our blog for news on this exciting release!

  4. Thank you Thank you Thank you!! We use Infusionsoft and cannot wait for this integration. Thank you so much!!

  5. Tiffany Houkom says:

    We’re so happy to hear you’re excited about this, Nathan! Stay tuned to our blog for the latest news surrounding this launch.

  6. Nicole says:

    It’s been almost 4 weeks since this announcement. Any new news yet? Thanks!

  7. Tiffany Houkom says:

    Hi Nicole, the integration is currently in beta right now. This beta program is providing valuable information that is helping us make the integration much more robust and beneficial to our customers. I believe a member from our Product team has reached out to invite you to join our beta program. If you have not yet received this invite, please fell free to message our Director of Product, Christina Von Stroh, at

  8. Joe says:

    Is this available now?

  9. Tiffany Houkom says:

    Hi Joe, yes our integration with Infusionsoft is available. You can see it in action by scheduling a live demo with one of our Software Specialists:

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