Making Zen Planner and Infusionsoft Even More Powerful – Together

2018-11-12T19:51:51+00:00September 24th, 2015|Marketing, Software Features|10 Comments

Zen Planner and InfusionsoftInfusionsoft 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 workflow

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.



  1. Nicole October 9, 2015 at 6:20 pm - Reply

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

    • Tiffany Houkom October 12, 2015 at 8:40 pm - Reply

      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!

  2. Troy October 10, 2015 at 5:20 am - Reply

    This looks great

  3. Nathan Brammeier October 13, 2015 at 12:37 am - Reply

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

    • Tiffany Houkom October 13, 2015 at 4:38 pm - Reply

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

  4. Nicole November 9, 2015 at 1:46 pm - Reply

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

    • Tiffany Houkom November 9, 2015 at 11:10 pm - Reply

      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

  5. Joe January 28, 2016 at 8:15 am - Reply

    Is this available now?

    • Tiffany Houkom February 4, 2016 at 4:50 pm - Reply

      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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