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:
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Shows Keap contact information in Ticket details and new ticket form.
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Allows adding Keap tags to contacts from HappyFox.
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Shows ticket conversations under contact email category in Keap.
Available to Mighty and above pricing plans.
Watch a Feature Walkthrough (Infusionsoft) 📽:
Note: Keap is deprecating the use of API keys, so Keap integrations connected with an account name and API key will stop working. If you connected Keap this way, reauthorize once before October 27, 2026 to keep the integration running. Use the Keap account that is already linked in HappyFox.
- Go to Apps > CRM > Keap, then click Manage.
- Click Reauthorize.
- Sign in to Keap when prompted, and approve access for HappyFox.
Do not unlink or delete the integration to start over. Unlinking removes your integration configuration.
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:
Pro Tip: If Integration is enabled and a new ticket is created in your help desk, HappyFox creates contacts in Keap automatically in absence of the contact being present in 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.