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.

 

.

 

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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