How to integrate Keap CRM (Infusionsoft)

Created by Nicolas Wussler, Modified on Fri, 19 Aug 2022 at 04:07 PM by Igor Galic

TABLE OF CONTENTS



Description


Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. 




Entities


SourceTarget
Send ContactsAdd Notes
Send CompaniesAdd Products
Send OpportunitiesAdd Orders
Send NotesAdd Companies
Send UsersAdd Contacts
Send ProductsAdd Tasks
Send OrdersUpdate Notes
Send Campaigns
Send Tasks


Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon an event.



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.



Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.


Step 3.


You will be prompted for the Login.


Step 4.


Log in to Keap CRM (Infusionsoft) and click Finish.

 



KeapCRM is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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