With our Keap CRM (Infusionsoft) integration model, you'll be able to Send Contacts, Companies, Opportunities, Notes, Users, Products, Orders, Campaigns and Tasks from Keap CRM (Infusionsoft) or Add Notes, Products, Orders, Company, Contacts and Tasks from Keap CRM (Infusionsoft) either on a schedule or upon an event.
Possible entities as a Source are: Send Contacts, Companies, Opportunities, Notes, Users, Products, Orders, Campaigns and Tasks
Possible entities as a Target are: Add Notes, Products, Orders, Company, Contacts and Tasks
Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon an event.
If you need any additional functionality or additional entities, please make your request here.
Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.
First, log in to your SyncSpider account, and proceed to your Integrations page from the toolbar on the left or create a new task.
Now, you will see the list of integrations offered by SyncSpider. Select Keap CRM (Infusionsoft) application from the list, or use the search bar to find it easily.
NOTE: You can have more than one integration with one app/tool. Using descriptions will help you organize more efficiently.
After selecting Keap CRM (Infusionsoft) enter the integration name and description (optional) then click on the Next button.
Log in to Keap CRM (Infusionsoft) and click Finish
Congratulations! Keap CRM (Infusionsoft) is now successfully integrated.
Keap CRM (Infusionsoft) 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 a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.