Skip to Main Content
Status Under review
Created by Guest
Created on Mar 8, 2021

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 Fisher
    Dec 14, 2021

    1VOTED

    Keap Max Classic/Infusionsoft integration

    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.

1 MERGED

Keap Max Classic/Infusionsoft integration

Merged
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...
Aaron Fisher 10 months ago in RingCentral Integrations 0 Under review