Connect Infusionsoft (Keap) to Power BI: Dashboards in Minutes

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Infusionsoft (Keap)
Power BI

How to Visualize Infusionsoft (Keap) Data in Power BI

To visualize Infusionsoft (Keap) data in Power BI, connect your account to Kondado and select Power BI as your destination. The platform replicates information from campaigns, opportunities, and products on a configurable schedule, enabling marketing managers and sales leaders to track key metrics without relying on manual spreadsheets. With automated updates, your operations team keeps reports current for faster decision-making.

Kondado connects Infusionsoft (Keap) to Power BI in minutes without code, enabling marketing managers and sales leaders to visualize campaigns, opportunities, and products with automated updates on a configurable schedule.

The process is simple: after connecting the data source, you choose which pipelines to replicate, such as Campaigns and Opportunities, and set the refresh interval that best fits your business needs. Data becomes available directly in Power BI for building custom dashboards and reports.

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

With the Campaigns and Opportunities pipelines available through Kondado, sales leaders can combine marketing data with sales funnel insights. Analyze which campaigns generate the most active contacts and track opportunity progress by stage directly in your Power BI dashboards. Additionally, use the Products pipeline to monitor your catalog and pricing. This combination helps identify bottlenecks in the sales process and optimize customer acquisition investments based on consolidated, always-current data.

Try out all the features for free for 14 days

Infusionsoft (Keap) data available in Power BI

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 Power BI

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

1
Connect Infusionsoft (Keap) to Kondado

Access your Kondado account and add Infusionsoft (Keap) as a data source, following the quick and simple authentication process.

2
Select Power BI as destination

Choose Power BI as your destination and define which pipelines to replicate, such as Campaigns and Opportunities, setting your preferred refresh frequency.

3
Build dashboards and configure refresh

Access your data in Power BI to build custom campaign and sales dashboards, keeping information automatically updated according to your defined schedule.

Access Infusionsoft (Keap) data in Power BI 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!

Visualize Infusionsoft (Keap) data in other BI tools

If the software you need is not listed, drop us a messagem. You can use almost every tool

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Frequently Asked Questions (FAQ)

Answers about visualizing Infusionsoft (Keap) data in Power BI automatically

How do I connect Infusionsoft (Keap) to Kondado?
Access Kondado, choose Infusionsoft (Keap) as your data source, and follow the authentication instructions. Within minutes, your account will be connected and ready to replicate data to Power BI or other destinations.
What dashboards can I build with Keap data in Power BI?
You can construct marketing campaign tracking dashboards, sales funnels with opportunity stages, best-selling product analysis, and sales performance reports. Create custom visualizations showing everything from lead generation to deal closure.
How often does Keap data update in Power BI?
The schedule is configurable based on your operational needs. You can set updates to run every 5 minutes, 15 minutes, hourly, or daily, ensuring your reports reflect current business conditions without manual intervention.
What sales KPIs can I track with this integration?
Monitor projected revenue, conversion rates by funnel stage, average time to close opportunities, and average deal values. Available fields include estimated_close_date and projected_revenue_low for accurate forecasting.
Are there pre-built report templates available for Infusionsoft in Power BI?
We do not offer pre-built templates, but you can easily create custom dashboards in Power BI using the replicated data. The structure of the Campaigns, Opportunities, and Products pipelines makes it simple to build reports tailored to your operations.
How do I share Keap dashboards with my sales team?
After publishing your report to Power BI, use Microsoft's native sharing features to distribute access to sales leaders and data analysts. Configure view or edit permissions according to each team member's role.
Can I send Keap data to tools other than Power BI?
Yes, besides Power BI, you can replicate data to Google Sheets, BigQuery, PostgreSQL, or Looker Studio. We also support MySQL, Excel, Redshift, SQL Server, and Amazon S3.
Which Infusionsoft (Keap) pipelines are available in Kondado?
We offer five pipelines: Campaigns, Products, Tags, Opportunity Stages, and Opportunities, totaling 139 fields. Each allows you to analyze different aspects of your marketing and sales operations in Power BI.

Try out all the features for free for 14 days