How to integrate Keap CRM (Infusionsoft)

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

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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.

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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.

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!