Infusionsoft, now known as Keap, is a cloud-based sales and marketing automation platform that helps small and medium-sized businesses manage customer relationships, automate email campaigns, process payments, and track leads. It provides features such as contact management, email marketing, e-commerce integration, and reporting, empowering businesses to streamline their sales and marketing workflows. By integrating Keap (Infusionsoft) with Frends iPaaS, businesses can automate processes, synchronize data across platforms, and optimize their customer engagement efforts.

Business use cases

Automated lead synchronization with CRM systems

While Keap serves as a robust CRM, businesses often use supplementary CRMs like Salesforce, HubSpot, or Dynamics 365. Frends can integrate Keap with other CRM systems to streamline lead management workflows. For example, when a new lead is added in Keap, Frends workflows can automatically create or update the corresponding lead record in another CRM, ensuring synchronized data.

Email marketing campaign automation

Keap’s email marketing capabilities can be enhanced with Frends by integrating with tools like Mailchimp, ActiveCampaign, or Constant Contact. For example, when a contact subscribes to a campaign in Keap, Frends workflows can synchronize this data with Mailchimp, dynamically adding the contact to applicable email nurture sequences across multiple systems.

Integration with payment gateways

Keap handles e-commerce and payment processing, but many businesses use tools like Stripe, PayPal, or Square for specific payment needs. Frends workflows can automate integration between Keap and payment platforms. For instance, when a payment is processed, Frends can sync the transaction details directly into Keap and notify the accounting team of the update.

Sales pipeline management

Frends can synchronize Keap with sales platforms like Pipedrive or Salesforce to ensure seamless pipeline management. For example, when a deal is updated in Keap, Frends workflows can mirror the stage of the deal in Salesforce, ensuring alignment between sales and marketing teams.

Automated appointment booking

Keap includes appointment scheduling features, which Frends can enhance by integrating with Google Calendar, Microsoft Outlook, or tools like Calendly. For example, when an appointment is booked in Keap, Frends can create a calendar event, notify all attendees, and send automated reminders before the meeting.

Customer journey personalization

Frends workflows can integrate Keap with customer data enrichment tools like Clearbit, ZoomInfo, or social media analytics platforms, enabling richer contact profiles. For instance, when a new contact is created in Keap, Frends can enrich the data with additional information (e.g., company size, social profiles) for better segmentation and personalized marketing.

Invoice and billing automation

For organizations managing recurring payments or subscriptions, Frends can connect Keap with billing platforms like Xero, QuickBooks, or Recurly. For example, when a recurring invoice is generated in Keap, Frends workflows can synchronize the invoicing details with QuickBooks and automatically notify customers or other stakeholders about payment schedules.

Integration with e-commerce platforms

Keap’s invoicing and inventory features can integrate smoothly with e-commerce platforms like Shopify, WooCommerce, or Magento using Frends workflows. For instance, when a customer places an order, Frends can capture the order details, process the payment via Keap, and update the inventory system in real-time.

Lead capture and scoring

Frends can connect Keap with lead generation tools such as Typeform, Unbounce, or Google Forms to automate data flow and lead scoring. For example, when a lead is collected via a web form, Frends workflows can map the submission details to Keap, assign a lead score based on predefined criteria, and trigger appropriate follow-up actions.

Real-time notifications for sales teams

Frends workflows can integrate Keap with Slack, Teams, or email platforms to keep sales teams informed about critical events in real-time. For example, when a lead reaches a specific lifecycle stage or completes an important activity (e.g., clicking a pricing link), Frends can send an instant notification enabling sales reps to take immediate actions.

Post-sale follow-up workflows

Frends can enhance post-sale workflows by integrating Keap with platforms like Zendesk, Freshdesk, or HubSpot Service Hub. For example, after a sale is completed in Keap, Frends can automatically open a customer support ticket in Zendesk and notify the onboarding team, ensuring smooth customer handoffs between sales and services.

Automated survey and feedback collection

Customer satisfaction surveys can be automated with Frends workflows by connecting Keap with tools like Google Forms, Typeform, or SurveyMonkey. For example, after a task like an order delivery is closed in Keap, Frends can trigger a post-purchase survey, collect the responses, and update corresponding contact records with feedback data.

Cross-channel campaign tracking

Frends workflows can integrate Keap with advertising platforms like Google Ads, Facebook Ads, or LinkedIn Campaign Manager for multi-channel campaign effectiveness. For instance, Frends can sync clicks, impressions, or leads generated by paid campaigns into Keap, enabling businesses to attribute performance metrics to specific marketing sources.

Volunteer and donor management for nonprofits

Keap’s CRM capabilities make it a good fit for nonprofits. Frends can integrate Keap with donation platforms like Funraise or Blackbaud. For example, Frends workflows can process donation records from external platforms, update donor profiles in Keap, and trigger automated thank-you emails with donation receipts.

Customer renewal and subscription tracking

Frends workflows can integrate Keap with subscription platforms like Stripe, Chargify, or Recurly to automate renewals. For example, when a subscription approaches its renewal date, Frends can notify the customer via Keap’s email marketing tool and update the subscription status based on the outcome.

GDPR compliance and data processing

Frends can automate GDPR-compliant workflows by integrating Keap with secure storage systems like AWS S3, Azure Blob Storage, or Google Cloud Storage. For instance, Frends workflows can track when customer data removal requests are received and ensure that expiration dates trigger automatic data deletion from Keap records.

Analytics and reporting integration

Keap data can be enriched with analytics platforms like Power BI, Tableau, or Google Data Studio through Frends workflows. For example, business-critical metrics such as lead-to-customer conversion rates or campaign ROI can be extracted from Keap and visualized on a custom dashboard for deeper insights.

Automated customer onboarding

For service businesses, Frends can integrate Keap with onboarding platforms or training tools like Trainual or Moodle. For example, when a new customer deal is closed in Keap, Frends can automatically enroll the customer in onboarding courses, create tasks for the onboarding team, and send personalized welcome emails.

Integration with event platforms for personalized experiences

Frends workflows can integrate Keap with event platforms like Eventbrite, GoToWebinar, or Zoom to streamline event management. For example, when a lead registers for an event in Eventbrite, Frends workflows can record them as an attendee in Keap, tracking their status and automating post-event follow-ups.

SMS and WhatsApp marketing

Frends can extend Keap’s communication capabilities by integrating it with SMS and messaging platforms like Twilio or WhatsApp Business. For instance, when a contact qualifies for a lead campaign, Frends workflows can send personalized SMS reminders or WhatsApp messages with tailored information.

Workflow automation for abandoned carts

For e-commerce businesses, Frends can integrate Keap with checkout platforms like Shopify or WooCommerce to automate abandoned cart recovery. For example, when a cart is abandoned, Frends can trigger an automated follow-up email in Keap with reminders, product discounts, or assistance offers to re-engage the customer.