How to Integrate Picreel With Keap


Connecting Picreel with Keap* syncs all your leads and contacts data to the Keap* CRM to boost your conversions and sales.


Benefits of connecting Picreel with Keap*:


1. Offers segmentation to identify your target customers

2. Automates your email response for visitors showing exit intent

3. Supports integration with Keap via Zapier


To connect Picreel with Keap:


Step 1: Log in to your Picreel account.


Step 2: Go to ‘Leads’ and click on ‘Mail Apps.


Navigating to Mail Apps from the dashboard


Step 3: Search and click on ‘Infusionsoft


Step 4: In the integration window,

  • Click on ‘Infusionsoft Auth’ to get the Access token.

  • Select ‘Campaign ID.

  • Enter Tag ID.

  • Click on ‘Assign.

  • Check the ‘Live export after submit’ box.


Step 5: Click on ‘Save.


Infusionsoft aka Keap and Picreel integration window



To get your Keap* parameters, follow these steps:


Step 1: Log in to your Keap* account.


Step 2: Your Keap* ID is the name of your Keap account. Hover on the account settings in the upper menu.


.your accounts name


Alternatively, you can click on ‘Your Accounts’ when you login into Keap*. The ID is in the link, like on the screenshot below:


Going to accounts


Step 3: To get your API, click ‘Settings’ in the master navigation menu and choose ‘Application.


Going to Account settings to get API


Step 4: Scroll down until you see the API.


Step 5: Set an API password to generate it. Click ‘Save.



Keap* will generate your API.


Please, check out the Keap* help article if you have more questions.


Also, you can set tags to filter the leads. To do so, follow these steps:


Step 1: Log in to your Keap* account.


Step 2: On the dashboard, click ‘Settings.




Step 3: Choose the appropriate ‘Tags.


Creating a tag


Step 4: You can create tags here to filter your leads.


Step 5: Copy its ID from the Tags section when a tag is created.


Copying the Tags


*Infusionsoft has been rebranded as Keap.


You have successfully connected Picreel with Keap.



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