Keap integration
Connect
Connect
Connect
Connect

Keap (Infusionsoft)

Keap (Infusionsoft)

Keap (Infusionsoft)

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

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

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

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

Keap (Infusionsoft) example workflow

Keap (Infusionsoft) example workflow

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

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

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

Keap (Infusionsoft) Workflows

Keap (Infusionsoft) Workflows

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

Slack
to

Keap (Infusionsoft)
with

Agents
Slack + Keap
Get instant notifications when new orders or payments arrive in Keap.
From

Slack
to

Keap (Infusionsoft)
with

Agents
Slack + Keap
Get instant notifications when new orders or payments arrive in Keap.
From

Slack
to

Keap (Infusionsoft)
with

Agents
Slack + Keap
Get instant notifications when new orders or payments arrive in Keap.
From

Slack
to

Keap (Infusionsoft)
with

Agents
Slack + Keap
Get instant notifications when new orders or payments arrive in Keap.
From

Gmail
to

Keap (Infusionsoft)
with

Agents
Gmail + Keap
Email order summaries and payment confirmations to customers automatically.
From

Gmail
to

Keap (Infusionsoft)
with

Agents
Gmail + Keap
Email order summaries and payment confirmations to customers automatically.
From

Gmail
to

Keap (Infusionsoft)
with

Agents
Gmail + Keap
Email order summaries and payment confirmations to customers automatically.
From

Gmail
to

Keap (Infusionsoft)
with

Agents
Gmail + Keap
Email order summaries and payment confirmations to customers automatically.
From

Microsoft Excel
to

Keap (Infusionsoft)
with

Agents
Keap + Excel
Export order and payment data to spreadsh for analysis and reporting.
From

Microsoft Excel
to

Keap (Infusionsoft)
with

Agents
Keap + Excel
Export order and payment data to spreadsh for analysis and reporting.
From

Microsoft Excel
to

Keap (Infusionsoft)
with

Agents
Keap + Excel
Export order and payment data to spreadsh for analysis and reporting.
From

Microsoft Excel
to

Keap (Infusionsoft)
with

Agents
Keap + Excel
Export order and payment data to spreadsh for analysis and reporting.
From

Keap (Infusionsoft)
to

Stripe
with

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

Keap (Infusionsoft)
to

Stripe
with

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

Keap (Infusionsoft)
to

Stripe
with

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

Keap (Infusionsoft)
to

Stripe
with

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

QuickBooks
to

Keap (Infusionsoft)
with

Agents
Keap + QuickBooks
Sync invoices and payments to QuickBooks for accounting reconciliation.
From

QuickBooks
to

Keap (Infusionsoft)
with

Agents
Keap + QuickBooks
Sync invoices and payments to QuickBooks for accounting reconciliation.
From

QuickBooks
to

Keap (Infusionsoft)
with

Agents
Keap + QuickBooks
Sync invoices and payments to QuickBooks for accounting reconciliation.
From

QuickBooks
to

Keap (Infusionsoft)
with

Agents
Keap + QuickBooks
Sync invoices and payments to QuickBooks for accounting reconciliation.
From

Asana
to

Keap (Infusionsoft)
with

Agents
Keap + Asana
Create follow-up tasks in Asana when new orders or invoices are generated.
From

Asana
to

Keap (Infusionsoft)
with

Agents
Keap + Asana
Create follow-up tasks in Asana when new orders or invoices are generated.
From

Asana
to

Keap (Infusionsoft)
with

Agents
Keap + Asana
Create follow-up tasks in Asana when new orders or invoices are generated.
From

Asana
to

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

Keap (Infusionsoft)

Keap (Infusionsoft)

Keap (Infusionsoft)

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
Workflow triggers from Keap (Infusionsoft)
Workflow triggers from Keap (Infusionsoft)
Workflow triggers from Keap (Infusionsoft)
Workflow triggers from Keap (Infusionsoft)
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
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.
Your app
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.
Your app
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.
Your app
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.
Your app
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

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

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

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

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








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