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Home > HappyFox Help Desk > Account Configuration > Integrations > CRM > Configure Keap (fka Infusionsoft) Integration with HappyFox
Configure Keap (fka Infusionsoft) Integration with HappyFox
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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".
  • For "Account name", check out your URL after successful login into Keap. It should be of the format https://<accountname> Enter only the <accountname> value in the field inside HappyFox.
  • Go to Settings >> API inside Keap to get your "Encryption key". The encryption key is your "API Key" for the integration.
  • Click "save". This also enables the integration.

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.


  • 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.


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HappyFox Classic _Enable Integration with Infusionsoft.pdf
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