https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo73.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo400.png
How to connect Infusionsoft by Keap with Wealthbox
Infusionsoft by Keap / Wealthbox
Documentation

Connect Infusionsoft by Keap to Wealthbox with LeadsBridge

Infusionsoft by Keap » Wealthbox

In this article, you'll learn how to set up the bridge and connect Infusionsoft by Keap to Wealthbox using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Infusionsoft by Keap source

  1. Type in the name you'd like to call your integration
  2. Click on the Authorize button
  3. Login to the account you'd like to use
  4. Allow LeadsBridge to access your Infusionsoft by Keap information
  5. Once done you'll be taken back to the bridge with a blue info success message
  6. Select the segment you'd like to use as the source for your leads
  7. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Infusionsoft by Keap to Wealthbox with LeadsBridge, do not hesitate to contact our Support!