Keap integration

Connect

Connect

Connect

Connect

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Keap (Infusionsoft)

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Keap (Infusionsoft)

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Keap (Infusionsoft)

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Keap (Infusionsoft)

to AI agents.

to AI agents.

to AI agents.

to AI agents.

Connect Keap's integrated CRM and sales platform to V7 Go's AI agents to automate order management, payment processing, and customer lifecycle workflows.

Data Source

Data Source

Data Source

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Keap (Infusionsoft)

Connect Keap to V7 Go and automate order management, payment processing, invoice tracking, and customer relationship workflows for small business growth.

CRM & Sales

Order Processing

Payment Tracking

Invoice Management

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Keap (Infusionsoft)

Connect Keap to V7 Go and automate order management, payment processing, invoice tracking, and customer relationship workflows for small business growth.

CRM & Sales

Order Processing

Payment Tracking

Invoice Management

Logo

Keap (Infusionsoft)

Connect Keap to V7 Go and automate order management, payment processing, invoice tracking, and customer relationship workflows for small business growth.

CRM & Sales

Order Processing

Payment Tracking

Invoice Management

Example workflow

Example workflow

Example workflow

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Keap (Infusionsoft) example workflow

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Keap (Infusionsoft) example workflow

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Keap (Infusionsoft) example workflow

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

New order received

AI Agent

Output

Input

New order received

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New Order

Emit new event for each new **order**

AI Agent

AI Business Development Cycle Analysis Agent

Processing order and coordinating notifications

Output

Waiting for analysis

Let the agent run first

Input

New order received

AI Agent

Output

Input

New order received

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New Order

Emit new event for each new **order**

AI Agent

AI Business Development Cycle Analysis Agent

Processing order and coordinating notifications

Output

Waiting for analysis

Let the agent run first

Featured workflows

Featured workflows

Featured workflows

A library of

A library of

A library of

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Keap (Infusionsoft) Workflows

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Keap (Infusionsoft) Workflows

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Keap (Infusionsoft) Workflows

ready to operate

ready to operate

ready to operate

Select from a library of pre-built AI agents to power your Keap (Infusionsoft) workflows.

Select from a library of pre-built AI agents to power your Keap (Infusionsoft) workflows.

Select from a library of pre-built AI agents to power your Keap (Infusionsoft) workflows.

Popular workflows

From

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Slack

to

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Keap (Infusionsoft)

with

Agents

Slack + Keap

Get instant notifications when new orders or payments arrive in Keap.

From

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Slack

to

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Keap (Infusionsoft)

with

Agents

Slack + Keap

Get instant notifications when new orders or payments arrive in Keap.

From

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Slack

to

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Keap (Infusionsoft)

with

Agents

Slack + Keap

Get instant notifications when new orders or payments arrive in Keap.

From

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Slack

to

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Keap (Infusionsoft)

with

Agents

Slack + Keap

Get instant notifications when new orders or payments arrive in Keap.

From

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Gmail

to

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Keap (Infusionsoft)

with

Agents

Gmail + Keap

Email order summaries and payment confirmations to customers automatically.

From

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Gmail

to

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Keap (Infusionsoft)

with

Agents

Gmail + Keap

Email order summaries and payment confirmations to customers automatically.

From

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Gmail

to

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Keap (Infusionsoft)

with

Agents

Gmail + Keap

Email order summaries and payment confirmations to customers automatically.

From

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Gmail

to

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Keap (Infusionsoft)

with

Agents

Gmail + Keap

Email order summaries and payment confirmations to customers automatically.

From

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Microsoft Excel

to

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Keap (Infusionsoft)

with

Agents

Keap + Excel

Export order and payment data to spreadsh for analysis and reporting.

From

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Microsoft Excel

to

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Keap (Infusionsoft)

with

Agents

Keap + Excel

Export order and payment data to spreadsh for analysis and reporting.

From

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Microsoft Excel

to

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Keap (Infusionsoft)

with

Agents

Keap + Excel

Export order and payment data to spreadsh for analysis and reporting.

From

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Microsoft Excel

to

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Keap (Infusionsoft)

with

Agents

Keap + Excel

Export order and payment data to spreadsh for analysis and reporting.

From

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Keap (Infusionsoft)

to

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Stripe

with

Agents

Stripe + Keap

Sync payment data from Stripe into Keap for unified transaction tracking.

From

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Keap (Infusionsoft)

to

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Stripe

with

Agents

Stripe + Keap

Sync payment data from Stripe into Keap for unified transaction tracking.

From

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Keap (Infusionsoft)

to

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Stripe

with

Agents

Stripe + Keap

Sync payment data from Stripe into Keap for unified transaction tracking.

From

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Keap (Infusionsoft)

to

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Stripe

with

Agents

Stripe + Keap

Sync payment data from Stripe into Keap for unified transaction tracking.

From

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QuickBooks

to

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Keap (Infusionsoft)

with

Agents

Keap + QuickBooks

Sync invoices and payments to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Keap (Infusionsoft)

with

Agents

Keap + QuickBooks

Sync invoices and payments to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Keap (Infusionsoft)

with

Agents

Keap + QuickBooks

Sync invoices and payments to QuickBooks for accounting reconciliation.

From

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QuickBooks

to

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Keap (Infusionsoft)

with

Agents

Keap + QuickBooks

Sync invoices and payments to QuickBooks for accounting reconciliation.

From

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Asana

to

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Keap (Infusionsoft)

with

Agents

Keap + Asana

Create follow-up tasks in Asana when new orders or invoices are generated.

From

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Asana

to

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Keap (Infusionsoft)

with

Agents

Keap + Asana

Create follow-up tasks in Asana when new orders or invoices are generated.

From

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Asana

to

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Keap (Infusionsoft)

with

Agents

Keap + Asana

Create follow-up tasks in Asana when new orders or invoices are generated.

From

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Asana

to

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Keap (Infusionsoft)

with

Agents

Keap + Asana

Create follow-up tasks in Asana when new orders or invoices are generated.

Actions & Triggers

Actions & Triggers

Actions & Triggers

Use

Use

Use

Use

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Keap (Infusionsoft)

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Keap (Infusionsoft)

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Keap (Infusionsoft)

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Keap (Infusionsoft)

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

to build powerful automations across multiple tools

Popular workflows

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Help

Have questions?

Have questions?

Have questions?

Find answers.

Find answers.

Find answers.

Any more questions?

Do I need a Keap subscription to use this integration?

Yes, you'll need an active Keap subscription to access your CRM, sales, and order data. V7 Go enhances your existing Keap investment by automating complex workflows, reducing manual data entry, and coordinating processes across your entire business.

+

Can I customize the AI agents for my specific business processes?

Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, order fulfillment process, and customer communication preferences. You can configure workflows to align with your business rules and operational requirements.

+

How secure is the data integration with Keap?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Keap data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by small business owners and enterprises.

+

What types of orders and payments can be automated?

The integration supports all order types and payment methods available in Keap, including invoices, recurring payments, and one-time transactions. AI agents can automatically process orders, track payments, generate invoices, and coordinate follow-up actions across your entire sales pipeline.

+

Can I integrate Keap with my existing accounting and project management tools?

Yes! V7 Go can send Keap data to various output integrations including QuickBooks, Stripe, Asana, and Excel. This ensures seamless workflow integration with your existing accounting, payment processing, and project management systems.

+

How does this integration help with customer relationship management?

V7 Go's AI agents can automatically track customer interactions, manage follow-ups, and coordinate communications based on order and payment activity. This helps you maintain stronger customer relationships, reduce response times, and identify upsell opportunities without manual intervention.

+

Do I need a Keap subscription to use this integration?

Yes, you'll need an active Keap subscription to access your CRM, sales, and order data. V7 Go enhances your existing Keap investment by automating complex workflows, reducing manual data entry, and coordinating processes across your entire business.

+

Can I customize the AI agents for my specific business processes?

Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, order fulfillment process, and customer communication preferences. You can configure workflows to align with your business rules and operational requirements.

+

How secure is the data integration with Keap?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Keap data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by small business owners and enterprises.

+

What types of orders and payments can be automated?

The integration supports all order types and payment methods available in Keap, including invoices, recurring payments, and one-time transactions. AI agents can automatically process orders, track payments, generate invoices, and coordinate follow-up actions across your entire sales pipeline.

+

Can I integrate Keap with my existing accounting and project management tools?

Yes! V7 Go can send Keap data to various output integrations including QuickBooks, Stripe, Asana, and Excel. This ensures seamless workflow integration with your existing accounting, payment processing, and project management systems.

+

How does this integration help with customer relationship management?

V7 Go's AI agents can automatically track customer interactions, manage follow-ups, and coordinate communications based on order and payment activity. This helps you maintain stronger customer relationships, reduce response times, and identify upsell opportunities without manual intervention.

+

Do I need a Keap subscription to use this integration?

Yes, you'll need an active Keap subscription to access your CRM, sales, and order data. V7 Go enhances your existing Keap investment by automating complex workflows, reducing manual data entry, and coordinating processes across your entire business.

+

Can I customize the AI agents for my specific business processes?

Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, order fulfillment process, and customer communication preferences. You can configure workflows to align with your business rules and operational requirements.

+

How secure is the data integration with Keap?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Keap data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by small business owners and enterprises.

+

What types of orders and payments can be automated?

The integration supports all order types and payment methods available in Keap, including invoices, recurring payments, and one-time transactions. AI agents can automatically process orders, track payments, generate invoices, and coordinate follow-up actions across your entire sales pipeline.

+

Can I integrate Keap with my existing accounting and project management tools?

Yes! V7 Go can send Keap data to various output integrations including QuickBooks, Stripe, Asana, and Excel. This ensures seamless workflow integration with your existing accounting, payment processing, and project management systems.

+

How does this integration help with customer relationship management?

V7 Go's AI agents can automatically track customer interactions, manage follow-ups, and coordinate communications based on order and payment activity. This helps you maintain stronger customer relationships, reduce response times, and identify upsell opportunities without manual intervention.

+

Do I need a Keap subscription to use this integration?

Yes, you'll need an active Keap subscription to access your CRM, sales, and order data. V7 Go enhances your existing Keap investment by automating complex workflows, reducing manual data entry, and coordinating processes across your entire business.

+

Can I customize the AI agents for my specific business processes?

Absolutely! V7 Go's AI agents can be customized to match your specific sales methodology, order fulfillment process, and customer communication preferences. You can configure workflows to align with your business rules and operational requirements.

+

How secure is the data integration with Keap?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Keap data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by small business owners and enterprises.

+

What types of orders and payments can be automated?

The integration supports all order types and payment methods available in Keap, including invoices, recurring payments, and one-time transactions. AI agents can automatically process orders, track payments, generate invoices, and coordinate follow-up actions across your entire sales pipeline.

+

Can I integrate Keap with my existing accounting and project management tools?

Yes! V7 Go can send Keap data to various output integrations including QuickBooks, Stripe, Asana, and Excel. This ensures seamless workflow integration with your existing accounting, payment processing, and project management systems.

+

How does this integration help with customer relationship management?

V7 Go's AI agents can automatically track customer interactions, manage follow-ups, and coordinate communications based on order and payment activity. This helps you maintain stronger customer relationships, reduce response times, and identify upsell opportunities without manual intervention.

+

Get started

Ready to build

the best

Logo

Keap (Infusionsoft)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Keap workflow. See how V7 Go AI agents can automate your order processing, payment tracking, and customer management in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Keap (Infusionsoft)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Keap workflow. See how V7 Go AI agents can automate your order processing, payment tracking, and customer management in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Keap (Infusionsoft)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Keap workflow. See how V7 Go AI agents can automate your order processing, payment tracking, and customer management in just 30 minutes.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

Logo

Keap (Infusionsoft)

automations

powered by V7 Go?

Book a personalized demo and we'll help you build your first Keap workflow. See how V7 Go AI agents can automate your order processing, payment tracking, and customer management in just 30 minutes.

30-minute session

Personalized setup

Live demonstration