Setting up the Keap Infusionsoft integration with MSPbots is done by authorizing Keap Infusionsoft in MSPbots and configuring the data source. Before proceeding, make sure that you are logged in to Keap Infusionsoft and MSPbots as an administrator.
To set up and connect Keap Infusionsoft with MSPbots:
- On the MSPbots app, go to Integrations and search for Keap Infusionsoft.
- Open Keap Infusionsoft and click the Sync button.
- You will be prompted to authorize MSPbots to pull data. Click Yes, authorize MSPbots.
- A message saying that you have successfully linked Keap Infusionsoft will appear. Click the Save button.
- Test the connection.