Keap is a complete sales and marketing automation software for small businesses combining CRM, email marketing, lead capture and e-commerce.

Keap integration with HappyFox:

• Shows Keap contact information in Ticket details and new ticket form.

• Allows adding Keap tags to contacts from HappyFox.

• Shows ticket conversations under contact email category in Keap.

Available to Mighty and above pricing plans.

Watch a Feature Walkthrough (Infusionsoft) 📽:

How to Integrate Keap with HappyFox:

• Log in to HappyFox.
• Go to Apps >> CRM >> Keap.
• Click Install. In the subsequent screen, you will be asked to provide  "Account name" and "API key".

How to get the Account name and API key?:

• To get the account name, click your profile icon as as shown and the name is shown next to Current app:

• InfusionSoft has deprecated legacy API keys. Therefore a Service Account Key is required in place of the API key
• You can find the option for “API Settings” inside the Settings menu of your Keap app.

• From the Service Account Keys tab, create a new key

Keap information Displayed for the corresponding contact at ticket details page:

 

Note: Clicking on "Edit" would redirect you to the corresponding contact detail page inside Keap.

Keap information Displayed for the corresponding contacts on new Ticket Form:

 

 

 

Managing Keap Contact tags within Ticket details page:

Steps to add Contact tags:

• Go to the desired ticket details page.
• Under the Keap section, click "Add tags".
• Choose a Category for the tag and enter the tag name.
• Click "Add tags" to add the tag to the corresponding contact inside Keap.

 

Contact Tags inside Keap:

 

Pushing HappyFox Ticket Updates into Keap Email History:

Steps to enable this feature:

• Go to Apps >> CRM >> Keap.
• Click Manage, then Enable "Push Ticket Information to CRM".
• Click Save.

Once it is enabled, you would find the ticket updates inside the corresponding contacts page's email section inside Keap:

Disable Keap App from HappyFox:

Only one CRM app can be active in your HappyFox account. If you would like to try out other CRM apps, you have to disable Keap app first.

Steps:

• Go to Apps >> CRM >> Keap.
• Click "Manage".
• To temporarily disable the app, click "disable the app" link inside "Status" 

To know how Keap Integration works with HappyFox Classic, please refer to the document attached.