Setting up the Keap Infusionsoft integration with MSPbots is done by authorizing Keap Infusionsoft in MSPbots and configuring the data source.
Prerequisites
Before proceeding, make sure that you are logged in to Keap Infusionsoft and MSPbots as an administrator.
How to set up the Keap Infusionsoft integration
- Navigate to Integrations in the MSPbots app.
- Search for Keap Infusionsoft and click the Config
button to open the connection settings.
- Click the Sync button.
- You will be prompted to authorize MSPbots to pull data. Click Yes, authorize MSPbots.
- You have successfully connected MSPbots to Keap Infusionsoft when the pop-up with the message MSPbots Keap Infusionsoft oauth redirect success! appears.
- Go back to Integrations on the MSPbots app to verify your connection. The status Success should be displayed beside Keap Infusionsoft.