Keap – what is it?
Keap (formerly Infusionsoft) is a all-in-one CRM, sales and marketing automation software that helps you grow your business. Better customer organization, fewer repetitive tasks, easy to implement automations and integrated applications. Keap’s goal is your growth, whether you choose Max, Max Classic (formerly Infusionsoft), Pro or Lite from our powerful product options.
Keap is a marketing automation platform. It combines a robust CRM with a sophisticated email marketing platform and also offers a shopping cart if needed.
Automation is a great way to grow your business in a scalable and reliable way – without having to increase headcount. Marketing automation is not right for everyone. But if you do not know about it, you may be missing out on a tool that would make your business and your life much more organized and efficient.
NOTE : Chat Agents also integrates with Keap Appointment Scheduler. Let our chat agents handle your bookings with your website chat visitors, using Keap Appointment Scheduler.
Chat Agents
How does Keap works with Chat Agents
Upon completion of a chat on your site, a new chat lead is added by our Chat Agents with all contact information, a brief chat summary, and the chat transcript.
With this Keap – Chat Agents integration, these lead details are automatically added as a new contact in your Keap account and notes are created for the summary and chat transcript.
When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat transcript from Chat Agents. These lead details are also automatically updated in Keap.
How to integrate Keap CRM with Chat Agents
If you do not already have a Keap account, you can create one for free at https://keap.com/
or log in at https://accounts.infusionsoft.com/app/central/accountCheck if you are already a Keap user.
To integrate Keap with Chat Agents, first, log into the integration section of your Chat Agents account.
To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to “Integrations” which should open https://my.chatagents.com/integrations.
Search for Keap CRM and enable the “Edit” button on the right hand side.
You will then see the Chat Agents – Keap Integration page.
Click on “Connect”, which will open a popup modal at Keap.
Once you enter your credentials, the following popup will appear where you should click ¨Allow¨, to give Chat Agents app permission to connect with your Keap Account.
That’s it. If everything is correct and no error message is displayed, your Chat Agents and Keap are integrated.
Whenever our chat agents add new chat leads in our system, you will see it in our CRM and receive a notification via text, email and through our apps.
With this integration, you will also see the same lead details with associated notes and chat transcripts automatically and instantly added to your Keap account.
This saves you from manually re-entering all the chat lead details into your Keap account.
Lead details are added in your Chat Agents CRM.
Chat transcripts are also added in your Chat Agents CRM.
The same lead is also visible in your Keap account,
Along with the chat summary and chat transcript, both of which are added as notes to the contact in your Keap account.
If you have any questions or need help integrating Keap or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard – we will be happy to do it for you, at no additional cost.
