AppointmentCore Integrations - Infusionsoft (Keap)

AppointmentCore integrates with a number of third-party applications to assist in streamlining processes making it easier for you and your team to complete tasks.

Infusionsoft, also known as Keap, is an email marketing and sales platform that can be integrated with AppointmentCore.

What does Infusionsoft (Keap) do?

• It helps small businesses across various industries streamline sales and manage customer experiences.
• It offers a robust all-in-one sales and marketing automation software used by thousands of savvy small businesses to convert more leads, grow sales, and save time.

What's on this page?

• How to enable or disable Infusionsoft (Keap) in AppointmentCore (Admin Level)
• Connecting Infusionsoft (Keap) to AppointmentCore (User Level)

How to enable or disable Infusionsoft (Keap) in AppointmentCore (Admin Level):

To view all available third-party integrations, navigate to the left panel of your My Dashboard screen and select Settings. Under Company Settings on the left menu, select Integrations. Company Settings will only be visible if you are logged in with an account that has Admin privileges.
Toggle the switch next to Infusionsoft to enable or disable it for your entire team. In the pop-up box, click Confirm & Close.
If you enable this integration, connect the app by following the instructions below. To connect your Infusionsoft account, click Connect under Infusionsoft. In the pop-up box, input your Infusionsoft Application Name in the given field.  To find out your Infusionsoft Application Name, log into your Infusionsoft or Keap account and look at your URL. You should see numbers, letters, or a name before the .infusionsoft.com; this is your app name.  Input your Infusionsoft API Key in the given field.  You can get your Infusionsoft API key by logging in to your Infusionsoft account. When you’re done entering your Infusionsoft application details, click Connect.

Connecting Infusionsoft (Keap) to AppointmentCore (User Level):

Before your start: 

• Ensure that an Admin has already enabled Infusionsoft (Keap) in the Integrations section of Company Settings.

Under My User Settings, make sure that you have My Integrations selected on the left menu. Under Infusionsoft, click Connect. You will be routed to Keap’s login page where you sign in with your Infusionsoft or Keap account details.