Integrate Callingly With Keap (previously Infusionsoft)

swap_horiz Two-way integration

label Tag trigger

sync_disabled No owner sync

Callingly connects to your Keap account, allowing you to instantly trigger calls by tagging a lead.

supervisor_account Owners and Admins can enable integrations. Approx. reading time 4 min.

tips_and_updates

We also recommend that you check with Keap about the user access you need to connect integrations on their side.

Connect Callingly to Keap

1.: Navigate to the New Integration page.
2.: Hit the Connect button next to the Keap integration option. You'll be redirected to a page asking you to grant access to Callingly.

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Note: If you're not logged in, you'll be taken to Keap's login page first.
3.: Select your appropriate instance of Keap from the dropdown menu on the access page.
4.: Click the Allow button. Callingly will handle the rest and redirect you back to your Callingly account.

Setup Tags and Settings

Now that your integration is installed, you can set up a few options. This is where you can also change options in the future.

To locate these, click Settings next to the Pipedrive integration in Callingly.

Name

The name of your integration. If using multiple instances of an integration with the same app, it's a good idea to change this to something more descriptive.

Input Type	Options	Default Setting
Text input box	Up to 250 alphanumeric characters	Keap

Team

Leads sent to this integration will be routed to this Team.

Input Type	Options	Default Setting
Dropdown menu	Each team in your account	Primary team

Tag That Starts Call

Tagging a Contact with this Tag in Keap will start a call.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Keap account	Callingly - Start Call

tips_and_updates

Tip: This tag is added to your Contact via a Keap automation.

Tag On Successful Call

This tag will be applied to the contact record in Keap when the lead has been successfully called.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Keap account	Callingly - Called

Tag on Missed Call

This tag will be applied to the contact record in Keap if the lead is not called.

Input Type	Options	Default Setting
Dropdown menu	All tags in your Keap account	Callingly - Missed

Configure a Campaign in Keap

Keap allows you to automate some things through their Campaign feature. This enables Leads to automatically be tagged when they come into Keap, rather than manually adding tags yourself.

For example, like many people, Dunder Mifflin Paper Company collects new leads in Keap through a form. The easiest way to ensure these new leads make it to Callingly is to add a tag to form submissions automatically.

A few things need to happen here, so we've broken it down into bite-sized pieces to make it a bit easier.

Create a campaign

To create a Campaign from inside of your Keap account:

1.: Click the menuMore dropdown menu in the left corner of the screen.
2.: Select Campaign Builder under the Marketing header.
3.: Click the Create your own button found in the center of the screen.
4.: Title your Campaign with something descriptive. We're calling ours Form submission tags leads with Callingly - Start Call Tag.
5.: Click Save.
6.: Drag in both the Web Form submitted and Sequence tools. We will want leads to submit a form and enter a sequence. The sequence will ultimately add a tag to their lead information triggering Callingly.
7.: Drag the green arrow from Web Form submitted to Sequence. This connects the web form submission to the sequence.

Now we'll need to set up both the form and the sequence.

Set up your web form

1.: Click the Web Form submitted tool. This brings up a sub-menu.
2.: Click View and Edit. You'll either need to create a new web form or copy one from an existing campaign. We won't walk you through that step-by-step because it varies for each account.

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Remember: Callingly needs a phone number to work, so add a phone number field!
3.: Slide the Draft toggl e in the top right corner of the screen to the Ready position. You need to remember to do this to be able to use your form.
4.: Click the back arrow to go back to your Campaign. The Web Form submitted tool should now be green, indicating it is ready and functioning.

Lastly, we'll set up the sequence.

Configure your sequence

1.: Press the Sequence tool. This brings up a sub-menu.
2.: Click View and Edit. This will navigate you to the sequence builder.
3.: Drag the Apply/Remove Tag process into the sequence.
4.: Click the newly added Apply/Remove Tag. This brings up a sub-menu.
5.: Click View and Edit. This will create a pop-up to configure the tag.
6.: Select the Apply radio dial and add the needed tag. In our case Callingly - Start Call.
7.: Click Save.
8.: Slide the Draft toggle in the top right corner of the screen to the Ready position. If you forget to do this, your sequence won't work.
9.: Click the back arrow to be taken back to your Campaign.

Publish your Campaign

You can finally publish your Campaign!

1.: Ensure your form and sequence are both green, indicating they're ready!
2.: Double-check that they are connected with a gray arrow, with the form pointing to the sequence.
3.: Click Publish in the top right corner of the screen. Keap will check that everything is working well.
4.: Click Publish on the new panel that slides open.

Of course, you might use Campaigns to automatically apply your tags in a variety of ways. This is just an example. Please check with Keap if you need help setting up other automated Campaigns.

Next Steps

Test the integration and your Campaign. Add your start call tag to a test lead in your Keap account. The lead information will be passed through to Callingly, and the outbound call flow will begin within a few minutes. It's also a good idea to fill out the form attached to your Campaign to be sure your Campaign has been set up correctly!
Set the call schedule. Once you've added your team, you'll want to set the schedule for when they can receive calls. This way, nobody will receive a call outside of work hours.

Common Questions

How do I send calls to different teams?

You can do this by setting up a second instance of the Keap integration using the same steps outlined above. You can have as many instances as you like: simply use a unique Tag and a unique Team for each instance.

How can I sync the lead owner between Keap and Callingly?

Unfortunately, due to limitations with Keap, our integration does not have owner sync. That means it's not possible to automatically sync the lead owner between the two.