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# How to Integrate Keap CRM - Help Center - SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1.](#Step-1.)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---
---
## 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.

---
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## Entities
| Source | Target |
| --- | --- |
| Send Contacts | Add Notes |
| Send Companies | Add Products |
| Send Opportunities | Add Orders |
| Send Notes | Add Companies |
| Send Users | Add Contacts |
| Send Products | Add Tasks |
| Send Orders | Update 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.

![Select Keap CRM Integration](https://storage.crisp.chat/users/helpdesk/website/-/7/1/7/8/717801b89e6eb400/2c7126a1-ce87-4d2f-a624-593a31_1pifv3h.png)

### Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

![Name your Integration](https://storage.crisp.chat/users/helpdesk/website/-/c/3/1/b/c31bd2bc8eff4800/5f32b7f4-7bb0-49d3-a7c6-95b3e1_mwvu6u.png)

### Step 3.

You will be prompted for the **Login.**

****

![Logging in to the Keap CRM ](https://storage.crisp.chat/users/helpdesk/website/-/2/0/c/6/20c66c6515239e00/b1582f66-4a9d-42de-aa95-c87430_zdhoyo.png)

### Step 4.

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

![Logging in to the Keap CRM](https://storage.crisp.chat/users/helpdesk/website/-/c/a/8/b/ca8b29ae45399800/456dd39d-9abc-459e-82db-4e3316_ep9plv.png)

---
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**KeapCRM** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) 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]](/cdn-cgi/l/email-protection#562523262639242216252f383525263f3233247835393b) or our chat widget!