Allow Integration with Keap/Infusionsoft
We would love to see a way for our RingCentral call/sms activity to be integrated with Infusionsoft. Specifically, if we can have the call logs be appended to infusionsoft contact notes, that'll be awesome!
-
Aaron commented
1VOTEDKeap Max Classic/Infusionsoft integrationIt would be great to have a native integration with Keap Max Classic or what was formerly known as Infusionsoft. This has an API that could allow native functionality and applying automations based on actions taken, click to dial and storing notes from calls against a contact record. Ideally having the ability to dial "Domino Lists" would also be great and apply follow up actions in the form of tasks or appointments based on the call outcome.
-
Aaron commented
It would be great to have a native integration with Keap Max Classic or what was formerly known as Infusionsoft. This has an API that could allow native functionality and applying automations based on actions taken, click to dial and storing notes from calls against a contact record. Ideally having the ability to dial "Domino Lists" would also be great and apply follow up actions in the form of tasks or appointments based on the call outcome.