How to Integrate Pipedrive with Infusionsoft/ Keap
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Pipedrive" to set it as Trigger App.
- Choose a trigger event, such as "New Activity," "New Deal," etc.
- Log in to your Pipedrive account.
- Select “Allow and Install” to continue.
- After signing in, click “Continue.”
- Click “Test trigger.”
- Select "Continue with selected record."
- Infusionsoft is now known as “Keap.” Search and select "Keap" as the action app.
- Choose an event under Keap.
- Log in to your Keap account, then click "Continue."
- Complete and customize the required fields, then select "Continue."
- Click “Test step.”
- Click "Publish" to complete the integration.
By following these steps, you can integrate Pipedrive with Keap (formerly Infusionsoft) using Zapier to enhance content management and productivity.