Presentation of the Infusionsoft Outlook Integration at InfusionCon

I was out at InfusionCon today, the annual user conference for Infusionsoft, for the public unveiling of the Infusionsoft Outlook Integration with Patrick Sullivan. I’ve been really excited for the Outlook integration to get into the hands of the Infusionsoft masses because, frankly, it is so completely cool. Patrick and I met up early to make sure all was working and ran through the demo several times.

Flash forward to the actual demo. Things started well. There was even loud applause and cheering. That’s when things went downhill. Doh! Patrick’s Outlook started to try to connect to Exchange and sync up folders via the wireless at the resort (something that it wasn’t doing via Patrick’s Verizon wireless that we were rehearsing with). The connection to his Exchange server just wasn’t happening via the wireless connection from the resort so the result was that Outlook started freezing up while trying to sync the folders. Needless to say this made it, er, difficult for Patrick to continue demoing the integration. To be honest, it was disappointing to not get to show more than what we did, not because we were struggling through getting Outlook to behave, but because I think the Outlook integration rocks and I wanted for the Infusionsoft users to get to see all that it can do.

However, it was surprising that despite the difficulties in demoing the integration that there was so much positive feedback about the integration. I guess people saw enough before the problems started to know that they liked what they saw. When it comes to knowing how software and UI should work, Patrick is king. I think we’ve captured a completely unique yet intuitive experience in the integration. Best of all, this is just the beginning. If you’ve seen the integration or you’re using it already, be prepared to have your socks knocked off throughout this year. There is some mind-blowing stuff that will be coming in the integration. It’s great already, but we’re going to be taking it up to 11 🙂

For those of you who have not yet seen it, you can see a short demo (the one that Patrick was intending to do at InfusionCon) here (be sure to click the “Full Size” button for full effect). However, keep in mind that Patrick is using a new untested build (not the same publically available version) so there are a couple of very quick nasties that pop up in the video.

View Patrick’s Quick Video Demo of the Infusionsoft Outlook Integration
(Be sure to click the “Full Size” button)

All in all, it was great to be at InfusionCon with the guys from Infusionsoft. What a completely exciting company.


Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

1 Comment

  1. Jacki,

    That would be too funny to post. I wish I had a recording of that, it doesn’t look like Infusionsoft is keeping all the recorded sessions on either.



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