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Keap (Infusionsoft)

What is Keap (Infusionsoft)?

Keap CRM (formerly Infusionsoft) is a cloud-based customer relationship management (CRM) platform. It’s used to send marketing emails, autodial, autodial marketing or sales calls, and others.

How can you use it?

Keap for LiveAgent lets you ease up your workflow by including notifications and actions in your dashboard. You can keep track of new customers added to the system, new action sequences, or new companies.

Contact actions, credit card chargers, new affiliates, new contact triggers, or expenses can also be followed. Manual actions include creating companies, notes, orders, and products. You can also update this information easily from LiveAgent.

Benefits

  • Manage your customers, orders, contacts and more without switching platforms
  • Get notified about changes to your data
  • Increase your LiveAgent capabilities to ease your workflow

FAQ

What is Infusionsoft used for?

Infusionsoft is a customer relationship management platform that is used for: 

- customizable campaigns

- sales automation

- marketing automation

- powerful app integration

What are the benefits of the Infusionsoft integration in LiveAgent?

- improved customer support workflow

- manageable data from one interface (LiveAgent)

- the ability to keep track of new contacts, credit card charges, new affiliates, etc. 

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