Keap (or formerly Infusionsoft) is marketing and sales software designed to help small businesses grow their businesses.
Its portfolio of functionalities includes tools for capturing new leads, sending e-mails, managing customer relationships and life cycles and e-commerce, that is, it brings together in a single platform the most important functions for companies in the initial stage that intend to drive their growth.
It is also possible to integrate Keap data into your database using the
Kondado platform, thus enabling the generation of metrics and the monitoring of the most important marketing, sales and customer success KPIs of your business.
Adding the data source
To add Infusionsoft data source on Kondado platform, follow the steps below:
1) Login to Kondado platform
2) Go to add data sources page and select the Infusionsoft data source
3) After selecting the Infusionsoft data source, you will be directed to the page below, where you must click on “Allow”
4) After authorizing, you will be redirected to the Kondado platform, where the data source information will be filled in automatically. After the filling, finish creating the data source according to the steps below:
- Give your data source a name (e.g., Infusionsoft)
- The token and refresh token will be filled in automatically
- Click save
Pipelines
Relationship Chart
Campaigns
| Field | Type | |
|---|---|---|
active_contact_count |
int |
|
completed_contact_count |
int |
|
date_created |
timestamp |
|
error_message |
text |
|
id |
int |
|
name |
text |
|
published_date |
timestamp |
|
published_status |
boolean |
|
published_time_zone |
text |
|
time_zone |
text |
Products
Main Object
| Field | Type | |
|---|---|---|
id |
int |
|
sku |
text |
|
url |
text |
|
status |
int |
|
sub_category_id |
int |
|
product_name |
text |
|
product_desc |
text |
|
product_price |
float |
|
product_short_desc |
text |
|
subscription_only |
boolean |
subscription_plans
| Field | Type | |
|---|---|---|
product_id |
int |
|
subscription_plans__id |
int |
|
subscription_plans__cycle |
int |
|
subscription_plans__frequency |
int |
|
subscription_plans__url |
text |
|
subscription_plans__active |
boolean |
|
subscription_plans__subscription_plan_name |
text |
|
subscription_plans__number_of_cycles |
int |
|
subscription_plans__plan_price |
float |
|
subscription_plans__subscription_plan_index |
int |
Tags
| Field | Type | |
|---|---|---|
id |
int |
|
name |
text |
|
description |
text |
|
category__id |
int |
|
category__name |
text |
|
category__description |
text |
Opportunity Stages
| Field | Type | |
|---|---|---|
stage_id |
int |
|
stage_name |
text |
|
stage_count |
int |
|
stage_order |
int |
|
end_stage |
boolean |
|
is_default |
boolean |
Opportunities
| Field | Type | |
|---|---|---|
last_updated |
timestamp |
|
opportunity_notes |
text |
|
affiliate_id |
int |
|
opportunity_title |
text |
|
date_created |
timestamp |
|
estimated_close_date |
timestamp |
|
next_action_notes |
text |
|
stage__id |
int |
|
stage__name |
text |
|
next_action_date |
timestamp |
|
contact__id |
int |
|
contact__email |
text |
|
contact__first_name |
text |
|
contact__last_name |
text |
|
contact__company_name |
text |
|
contact__job_title |
text |
|
contact__phone_number |
text |
|
projected_revenue_low |
float |
|
include_in_forecast |
float |
|
id |
int |
|
user__id |
int |
|
user__first_name |
text |
|
user__last_name |
text |
|
projected_revenue_high |
float |
Contacts
Main Object
| Field | Type | |
|---|---|---|
email_opted_in |
boolean |
|
last_updated |
timestamp |
|
owner_id |
int |
|
date_created |
timestamp |
|
middle_name |
text |
|
given_name |
text |
|
email_status |
text |
|
company__company_name |
text |
|
company__company_id |
int |
|
id |
int |
|
family_name |
text |
email_addresses
| Field | Type | |
|---|---|---|
contact_id |
int |
|
email_addresses__email |
text |
|
email_addresses__field |
text |
phone_numbers
| Field | Type | |
|---|---|---|
contact_id |
int |
|
phone_numbers__number |
text |
|
phone_numbers__extension |
text |
|
phone_numbers__field |
text |
|
phone_numbers__type |
text |
Tagged Contacts
| Field | Type | |
|---|---|---|
tag_id |
int |
|
contact__id |
int |
|
contact__email |
text |
|
contact__first_name |
text |
|
contact__last_name |
text |
|
date_applied |
timestamp |
E-mails
| Field | Type | |
|---|---|---|
id |
int |
|
subject |
text |
|
headers |
text |
|
contact_id |
int |
|
sent_to_address |
text |
|
sent_to_cc_addresses |
text |
|
sent_to_bcc_addresses |
text |
|
sent_from_address |
text |
|
sent_from_reply_address |
text |
|
sent_date |
timestamp |
|
received_date |
timestamp |
|
opened_date |
timestamp |
|
clicked_date |
timestamp |
|
original_provider |
text |
|
original_provider_id |
text |
Product Interest
| Field | Type | |
|---|---|---|
opportunity_id |
int |
|
discount_percent |
float |
|
qty |
float |
|
subscription_plan_id |
int |
|
id |
int |
|
product_id |
int |
Template
Contact Actions
| Field | Type | |
|---|---|---|
actiondate |
timestamp |
|
popupdate |
timestamp |
|
actiondescription |
text |
|
objecttype |
text |
|
userid |
float |
|
opportunityid |
float |
|
lastupdated |
timestamp |
|
priority |
float |
|
contactid |
float |
|
lastupdatedby |
float |
|
actiontype |
text |
|
createdby |
float |
|
isappointment |
float |
|
creationdate |
timestamp |
|
id |
float |
|
creationnotes |
text |