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.’
Step 3: Search and click on ‘Infusionsoft’
Step 4: In the integration window,
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Click on ‘Infusionsoft Auth’ to get the Access token.
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Select ‘Campaign ID.’
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Enter Tag ID.
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Click on ‘Assign.’
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Check the ‘Live export after submit’ box.
Step 5: Click on ‘Save.’
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.
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Alternatively, you can click on ‘Your Accounts’ when you login into Keap*. The ID is in the link, like on the screenshot below:
Step 3: To get your API, click ‘Settings’ in the master navigation menu and choose ‘Application.’
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.’
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.
You have successfully connected Picreel with Keap.