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How to connect Keap with LeadsBridge

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Integrate Keap with LeadsBridge

Infusionsoft offers an e-mail marketing and sales platform for small businesses, including products

Infusionsoft offers an e-mail marketing and sales platform for small businesses, including products to streamline the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce

In this article, you'll learn how to connect your LeadsBridge account with Keap.

Connect Keap integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Keap" from the providers list
  6. Click on the Next button
  7. Select the entity concept you'd like to use (ex Contact, Webform, Order)
  8. Select the segmentation concept you'd like to use (ex Saved Query, Form, Group, Product)
  9. Click on the Authorize button
  10. A Keap's wizard will popup
  11. Enter your credentials and grant the access to LeadsBridge
  12. Head back to LeadsBridge and click on the Finish button

Which entity concepts we support for Keap

  1. Contact

    An individual's private or personal information by which another person, business, or entity can use to reach the individual.

  2. Webform

    A web form also called an HTML form, is an online page that allows for user input. It is an interactive page that mimics a paper document or form, where users fill out particular fields.

  3. Order

    A confirmed request by one party to another to buy, sell, deliver, or receive goods or services under specified terms and conditions.

Which segmentation concepts we support for Keap

With LeadsBridge you may use these segmentation concept for Keap.

  1. Saved Query

    A query is a request for data or information from a database table or combination of tables. This data may be generated as results returned by Structured Query Language (SQL) or as pictorials, graphs or complex results.

  2. Form

    In a database context, a form is a window or screen that contains numerous fields, or spaces to enter data. Each field holds a field label so that any user who views the form gets an idea of its contents.

  3. Group

    A Group is a number of people or things that are located, gathered, or classed together.

  4. Product

    Un bene o un servizio che risponda maggiormente ai requisiti di un determinato mercato e produca un profitto sufficiente a giustificare la sua esistenza continua.
 

Common questions for Keap

How to add more Infusionsoft tags?

Each bridge can be connected to a single Infusionsoft tag, this means that you should create a new bridge for each tag you want your contact to be tagged with.
For a guide on how to create tags check the following link: ( Read from Keap docs)

If you have any further questions regarding this matter, or if you need help to set up the connection between Keap with LeadsBridge, do not hesitate to get in touch!