Connect Infusionsoft (Keap) to Cortex: Dashboards in Minutes

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Infusionsoft (Keap)
Cortex

Visualize Infusionsoft (Keap) Data in Cortex

Connect your Infusionsoft (Keap) account to Cortex through Kondado to transform your marketing and sales metrics into clear visual reports. With our direct connection, you can replicate data from your CRM and automation campaigns directly into Cortex without complex configurations or intermediate databases. Simply select which pipelines you need, configure your update schedule, and start building dashboards that help you track campaign performance and sales opportunities.

Kondado provides a direct connection that replicates Infusionsoft (Keap) data to Cortex on a configurable schedule, enabling business teams to visualize campaign results, product catalogs, and sales pipelines without writing code or managing technical infrastructure.

This setup gives marketing teams and sales operations the ability to monitor contact engagement, analyze opportunity stages, and measure revenue potential through automated reports. Whether you need updates every 15 minutes or daily summaries, your Cortex dashboards stay current with the latest customer interactions and deal progress, supporting faster decision-making for your growing business.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

Visualizing your Campaigns pipeline in Cortex reveals which marketing efforts are driving the most active contacts and completed conversions, helping you optimize spend and messaging. By combining this with the Opportunities pipeline, you can correlate campaign engagement with actual revenue potential and track deals from initial contact through estimated close dates. The Products pipeline adds another layer of insight, allowing you to analyze which items in your catalog generate the most interest and how pricing affects your sales cycle.

This combination creates a comprehensive view of your customer journey, from first tag assignment to final purchase. Sales managers can monitor opportunity stages to identify bottlenecks in their pipeline, while marketing teams track which tags and campaigns produce the highest quality leads, all within intuitive Cortex dashboards that update on your preferred schedule.

Try out all the features for free for 14 days

Infusionsoft (Keap) data available in Cortex

5
available pipelines
139
extractable fields

Available integrations

Integration Description
Campaigns Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.
Campaigns
Includes fields such as active_contact_count, completed_contact_count, and date_created, allowing detailed analysis of campaign performance.
Products
Contains information on id, sku, product_name, and product_price, essential for managing the product catalog.
Tags
Features fields such as id, name, and description, enabling effective organization and categorization of contacts.
Opportunity Stages
Includes stage_id, stage_name, and stage_order, crucial for tracking the progress of sales opportunities.
Opportunities
Contains fields such as opportunity_title, estimated_close_date, and projected_revenue_low, essential for sales management.

Try out all the features for free for 14 days

How to create Infusionsoft (Keap) dashboards in Cortex

Visualize your data automatically — no spreadsheet exports or custom scripts.

1
Connect Infusionsoft as Data Source

Add Infusionsoft (Keap) to your Kondado workspace and authenticate your account to enable data replication.

2
Select Cortex as Destination

Choose Cortex from the available visualization options and select which pipelines you want to send from your CRM.

3
Configure Refresh and Build Reports

Set your update schedule in Kondado, then create reports in Cortex that automatically reflect your latest campaign and sales metrics.

Access Infusionsoft (Keap) data in Cortex and combine it with dozens of other data sources

If the source you want is not listed, drop us a chat message. We love to add new sources!

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Frequently Asked Questions (FAQ)

Answers about visualizing Infusionsoft (Keap) data in Cortex automatically

How do I connect Infusionsoft (Keap) to Cortex using Kondado?
Start by adding Infusionsoft (Keap) as a data source in your Kondado account and authenticate with your credentials. Then select Cortex as your destination, choose the specific pipelines you want to replicate, and set your preferred update frequency to begin visualizing your data.
What marketing KPIs can I track in Cortex with Infusionsoft data?
You can monitor active contact counts from your Campaigns pipeline, track projected revenue and estimated close dates from the Opportunities pipeline, and analyze stage progression using the Opportunity Stages data. These metrics help you measure campaign ROI and sales pipeline health without manual spreadsheet work.
How often does my Infusionsoft data update in Cortex?
Kondado lets you configure updates to run every 5 minutes, 15 minutes, hourly, or daily depending on your business needs. This automated schedule keeps your Cortex reports current without requiring manual refreshes or exports from your CRM.
Can I share Cortex dashboards with my sales team?
Yes, Cortex allows you to share dashboards with team members, stakeholders, or clients so everyone views the same updated metrics. Your reports reflect the latest replicated data based on your configured schedule, ensuring your team always sees current campaign and sales performance.
Do I need technical skills to replicate Infusionsoft data to Cortex?
No technical expertise is required, as Kondado provides a no-code interface for connecting your Infusionsoft (Keap) account and selecting data. The setup process takes minutes and does not involve writing code, managing APIs, or configuring intermediate databases.
What pipelines are available from Infusionsoft (Keap)?
Kondado offers five pipelines from Infusionsoft (Keap): Campaigns, Products, Tags, Opportunity Stages, and Opportunities. Each pipeline contains specific fields such as contact counts, product details, stage names, and revenue projections that you can visualize in Cortex.
Can I combine Infusionsoft data with other sources in Cortex?
Absolutely, you can send data from Infusionsoft (Keap) to Cortex alongside information from other sources like Google Sheets, BigQuery, or PostgreSQL. This allows you to create unified dashboards that combine your CRM data with financial, inventory, or web analytics information.

Try out all the features for free for 14 days