Your service provider may be supplying an earlier release and the level of features supported may vary.

Keap (also known as Infusionsoft by Keap)

Integration Type

Client Add-in

Add-in Classification

Standard Pre-Release

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Keap

Application:

Keap (also known as Infusionsoft by Keap)

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via ReachUC Connector:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

You can select either the 'details', 'notes', or 'activity' page to pop to. This integration is cached only. Keap API has a limitation that does not allow searching by First Name.  Call activity logging - Companies cannot be assigned to Tasks, therefore creating a Task for a Company will save as a Task that isn't assigned to anything.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. Keap (Product Website)
  2. Keap (Manufacturer Website)