Connect Infusionsoft (Keap) to Metabase: Dashboards in Minutes

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Infusionsoft (Keap)
Metabase

Visualize Infusionsoft (Keap) Data in Metabase

Connecting your Infusionsoft (Keap) account to Metabase takes just minutes with Kondado. Simply add Infusionsoft (Keap) as a data source, select Metabase as your destination, and start building visualizations without writing any code. Your marketing and sales data flows automatically on your chosen schedule, giving your team immediate access to campaign performance and revenue insights that drive smarter business decisions.

With Kondado, business users can transform complex CRM data into clear visual stories that help you understand customer behavior and optimize your funnel. Monitor contact engagement across different pipeline stages, track sales opportunities from first touch to close, and analyze product performance all in one intuitive interface. The direct connection eliminates technical barriers, so your marketing and operations teams stay focused on growth rather than data preparation.

Kondado creates a direct integration between Infusionsoft (Keap) and Metabase without intermediate databases or complex setup, updating your data on a configurable schedule ranging from every 5 minutes to daily to keep your reports current.

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

Visualizing your Infusionsoft (Keap) data in Metabase unlocks powerful insights across your entire customer journey. By connecting your Campaigns pipeline, you can analyze active_contact_count and completed_contact_count to identify which marketing efforts generate the most engagement. The Opportunities pipeline lets you track projected_revenue_low against estimated_close_dates, helping sales managers forecast accurately and prioritize high-value deals.

Combine data from your Products pipeline with Opportunity Stages to understand which items drive your sales funnel forward. This connection enables you to build custom dashboards that show recent campaign ROI, monitor tag-based customer segments, and visualize how prospects move through each stage from initial contact to final conversion.

Try out all the features for free for 14 days

Infusionsoft (Keap) data available in Metabase

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 Metabase

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

1
Connect Infusionsoft to Kondado

Add Infusionsoft (Keap) as a data source in your Kondado dashboard and authenticate with your Keap API credentials to establish the connection.

2
Select Metabase destination

Choose Metabase from the available destinations and configure which pipelines you want to replicate, such as Campaigns, Opportunities, and Products.

3
Configure refresh and build dashboards

Set your preferred update frequency from 5 minutes to daily, then start creating visualizations in Metabase using your automatically synchronized marketing and sales data.

Access Infusionsoft (Keap) data in Metabase 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 Metabase automatically

How do I connect Infusionsoft (Keap) to Metabase using Kondado?
Start by adding Infusionsoft (Keap) as a data source in your Kondado account and authenticate with your Keap credentials. Then select Metabase as your destination, choose which pipelines you want to replicate, and set your preferred update frequency. Your data will begin flowing within minutes, ready for visualization.
What marketing KPIs can I track in Metabase with Infusionsoft data?
You can monitor campaign effectiveness by analyzing active_contact_count and completed_contact_count from the Campaigns pipeline to see engagement rates. Track tag adoption across your contact base to understand segmentation performance, and measure how different campaigns influence opportunity progression through your sales stages.
How often does my Infusionsoft data update in Metabase?
Kondado updates your data on a configurable schedule that you control, with options ranging from every 5 minutes to daily intervals. This automated refresh ensures your Metabase dashboards reflect recent campaign activities, new opportunities, and updated contact information without manual intervention.
Can I build sales pipeline dashboards in Metabase with Keap data?
Yes, using the Opportunities and Opportunity Stages pipelines, you can create visualizations that show deals moving through stage transitions from prospect to close. Track estimated_close_dates alongside projected_revenue_low to forecast monthly sales and identify bottlenecks where opportunities stall.
Is there a template for Infusionsoft (Keap) Metabase dashboards?
Kondado does not provide pre-built report templates for this combination, allowing you to build custom dashboards tailored to your specific business needs. Create visualizations that focus on your unique KPIs, whether tracking product performance, campaign ROI, or sales velocity through your particular opportunity stages.
How do I share Infusionsoft reports with my team in Metabase?
Once you build dashboards in Metabase using your replicated Keap data, use Metabase's native sharing features to distribute reports via email, Slack, or embedded links. Your teammates will always see current information since Kondado keeps the underlying data updated automatically on your configured schedule.
What data from Keap can I visualize in Metabase?
You can access five pipelines including Campaigns, Products, Tags, Opportunity Stages, and Opportunities, covering 139 fields total. This includes campaign performance metrics, product catalog details, contact categorization, and complete sales opportunity information with revenue projections and stage progression data.

Try out all the features for free for 14 days