Note: Infusionsoft is now called Infusionsoft by Keap.
The setup is quick and easy and no programming is required. You will just need to enter your Keap / Infusionsoft account information for the integration process to be complete
Activate the Keap / Infusionsoft Integration in Talkdesk
Please follow these steps to activate the integration:
- Log in to your Talkdesk account as an Admin
- Go to the Builder [1] > Integrations [2] and click Add Integration [3] to access all available integrations
- Scroll down to “Keap” and click Add Integration [4].
- Select the relevant settings for your integration (e.g., choose if you want to synchronize only Contacts or also Agents). Next, click Connect Infusionsoft [5]. Make sure you have an active login on your Keap / Infusionsoft environment when doing this step.
- Select the Keap / Infusionsoft environment you want to establish the integration with Talkdesk and click Allow [6].
- You’ll now be shown a Talkdesk confirmation screen. Close the screen and return to Talkdesk. Refresh the page, and you’re done!
The Talkdesk and Keap / Infusionsoft integration is now activated. All information will automatically synchronize between Talkdesk and Keap and you can start adding automations.