Keap (Infusionsoft)

Keap (Infusionsoft) integration

Keap CRM (formerly Infusionsoft) is a cloud-based customer relationship management (CRM) platform. It’s used to send marketing emails, autodial, autodial marketing or sales calls, and others.

What is Keap (Infusionsoft)?

Keap CRM (formerly Infusionsoft) is a cloud-based customer relationship management (CRM) platform. It’s used to send marketing emails, autodial, autodial marketing or sales calls, and others.

How can you use it?

The Keap platform helps businesses across various industries manage customer relationships and sales. You can also segment contacts, track customer interactions, send emails, as well as run custom campaigns based on email openings, clicks, and click-throughs. An integration with LiveAgent via Zapier allows you to perform various simple actions to create an automated workflow.

With LiveAgent’s integration capabilities, you can:

• Manage your customers, orders, contacts and more without switching platforms
• Get notified about changes to your data
• Increase your LiveAgent capabilities to ease your workflow

Benefits

• Unified Customer Management - Manage your customers, orders, contacts and more without switching platforms
• Real-time Notifications - Get notified about changes to your data
• Enhanced Workflow - Increase your LiveAgent capabilities to ease your workflow
• Seamless Automation - Create automated workflows between Keap and LiveAgent
• Improved Customer Support - Access customer data, order history, and contact details directly from within LiveAgent

How to integrate Keap with LiveAgent via Zapier

Create your own integration by connecting your LiveAgent and Keap accounts via Zapier. You can choose from a variety of options to customize the type of integration.

LiveAgent + Keap integration options

Step 1: Create a Zapier Account

Firstly, create a Zapier account or go to your existing account. Then go to the LiveAgent + Keap integrations page . You now have the option of choosing a trigger and an action. Think about the type of integration you wish to have, then choose the desired options. When you have picked your triggers and integrations, click the Connect LiveAgent + Keap button.

Step 2: Configure Triggers and Actions

Next, you will configure triggers and actions. You must connect both app accounts with Zapier in order for it to be able to access necessary data. Zapier then allows you to customize the integration. Last but not least, you need to make sure the Zap will work before you put it into action.

Integration process

Step 3: Activate Your Zap

The integration is complete once the Zap is activated. Feel free to create more Zaps with different settings to create more interesting integrations for your apps. Make sure to browse through LiveAgent academy pages to learn how to use help desk software properly, or to learn more about providing customer support.