Categories

Keap (formerly Infusionsoft)

Integrating Keap(Infusionsoft) with Acquire provides your customer support team with a complete, integrated view of your customer’s data and where they are in the sales process.

Integrating Acquire and Keap(Infusionsoft) will unlock your ability to:

  • Search and view any customer’s contact details from Keap(Infusionsoft)’s CRM while chatting or co-browsing with customers on the Acquire platform

  • Provides a holistic view of customers and their support issues

  • Create a new contact and add directly to Keap(Infusionsoft) an Acquire live chat session

  • All of your customer’s details will get automatically sync with Keap(Infusionsoft)’s CRM

  • Push chat transcripts and notes to Keap(Infusionsoft)’s CRM during or after any Acquire live chat or co-browse session

Just follow these easy steps to integrate Acquire with Keap(Infusionsoft):

Integrate Keap(Infusionsoft)

Go to https://app.acquire.io/app-store > Find Keap(Infusionsoft) and Click "Install".

Now enter your Keap(Infusionsoft) admin account credentials to log in.

Authorizing the application will give you access to Acquire from Keap(Infusionsoft).

After connecting successfully, you can now choose to send contacts/leads and their conversations manually or automatically.

By enabling auto-sync, all contact details from Acquire will automatically sync to Keap(Infusionsoft).

 

Create Contact/sync

A customer support agent can save a customer’s details during a chat. After clicking on “Save to CRM,” click the Keap(Infusionsoft) icon to send the customer details and a chat transcript to Keap(Infusionsoft).

 You will be able to view the customer data in the Keap(Infusionsoft) dashboard, under the Contacts section. You can see the chat transcripts under the Notes section.

Once you have saved your script successfully, you can start working with Acquire live chat. If you are experiencing any trouble with this integration, please feel free to contact us via Live Chat or email us at support@acquire.io. 

 


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