Infusionsoft (Keap)

Creating the data source

Keap (or formerly Infusionsoft) is marketing and sales software designed to help small businesses grow their business.

Its portfolio of features 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 early-stage companies that intend to drive their growth.

It is also possible to integrate Keap data into your database using the Kondado platform, 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 the Infusionsoft data source on the Kondado platform, follow the steps below:

1) Log in to the Kondado platform

2) Go to the 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. Once filled in, finish creating the data source according to the figure and steps below

Give your data source a name (e.g., Infusionsoft)
The token and refresh token will be filled in automatically
Click Save

Now just save the data source to start integrating your Infusionsoft data into your Data Warehouse, Data Lake or spreadsheet.

Pipelines

Relationship chart

Click to expand

Campaigns

Replication type: Full

Marketing campaigns (Campaign Builder) configured in the account. Each row is one campaign, with active/completed contact counts and publishing information.

Campo	Tipo
id	int	[en] Unique identifier of the campaign.
active_contact_count	int	[en] Number of contacts currently active (in progress) in the campaign.
completed_contact_count	int	[en] Number of contacts that have already completed the campaign.
date_created	timestamp	[en] Date and time the campaign was created.
error_message	text	[en] Error message associated with the campaign, when present.
name	text	[en] Name of the campaign.
published_date	timestamp	[en] Date and time the campaign was published.
published_status	boolean	[en] Indicates whether the campaign is published.
published_time_zone	text	[en] Time zone used when the campaign was published.
time_zone	text	[en] Time zone of the campaign.

Contact Actions

Replication type: Incremental

Actions logged on contacts (tasks, appointments and notes). Each row is one action with date, type, description, priority and the related contacts/opportunities/users.

Campo	Tipo
actiondate	timestamp	[en] Scheduled date and time of the action.
popupdate	timestamp	[en] Date and time of the action's reminder (pop-up).
actiondescription	text	[en] Description of the action.
objecttype	text	[en] Type of the object the action refers to.
userid	float	[en] Identifier of the user responsible for the action.
opportunityid	float	[en] Identifier of the opportunity related to the action, when present. Opportunities > > id
lastupdated	timestamp	[en] Date and time of the action's last update.
priority	float	[en] Priority of the action.
contactid	float	[en] Identifier of the contact related to the action. Contacts > > id
lastupdatedby	float	[en] Identifier of the user who last updated the action.
actiontype	text	[en] Type of the action (for example, task, appointment, note).
createdby	float	[en] Identifier of the user who created the action.
isappointment	float	[en] Indicates whether the action is an appointment.
creationdate	timestamp	[en] Date and time the action was created.
id	float	[en] Unique identifier of the action.
creationnotes	text	[en] Notes recorded when the action was created.

Contact Model

Replication type: Full

Main object

Definition (metadata) of contact model fields, including custom fields. Each row describes one field: its type, label and the record type it belongs to.

Campo	Tipo
record_type	text	[en] Record type the field belongs to (for example, contact).
field_type	text	[en] Type of the field (for example, text, list, date, number), defining the format of the accepted value.
id	float	[en] Unique identifier of the field in the contact model.
label	text	[en] Label (display name) of the field.

infusionsoft_contact_model_fields__options

Selectable options available for contact model fields that are lists. Each row is one option belonging to a field (child relation of infusionsoft_contact_model_fields).

Campo	Tipo
field_id	float	[en] Identifier of the field the option belongs to.
options__id	text	[en] Identifier of the option.
options__label	text	[en] Label (displayed text) of the option.

Contacts

Replication type: Incremental

Main object

Contacts (people) registered in the CRM. Each row is one contact, with name, company, dates and email/marketing status.

Campo	Tipo
email_opted_in	boolean	[en] Indicates whether the contact has opted in to receive marketing emails.
last_updated	timestamp	[en] Date and time of the contact's last update.
owner_id	int	[en] Identifier of the user who owns the contact.
date_created	timestamp	[en] Date and time the contact was created.
middle_name	text	[en] Middle name of the contact.
given_name	text	[en] First (given) name of the contact.
email_status	text	[en] Marketing status of the contact's email (for example, confirmed, unconfirmed or non-marketable).
company__company_name	text	[en] Name of the company associated with the contact.
company__company_id	int	[en] Identifier of the company associated with the contact.
id	int	[en] Unique identifier of the contact.
family_name	text	[en] Last (family) name of the contact.

infusionsoft_contacts__email_addresses

Email addresses of a contact. Each row is one email associated with a contact (child relation of infusionsoft_contacts).

Campo	Tipo
contact_id	int	[en] Identifier of the contact that owns the email address.
email_addresses__email	text	[en] Email address.
email_addresses__field	text	[en] Email field/slot (for example, EMAIL1, EMAIL2), indicating which of the contact's emails it is.

infusionsoft_contacts__phone_numbers

Phone numbers of a contact. Each row is one phone associated with a contact (child relation of infusionsoft_contacts).

Campo	Tipo
contact_id	int	[en] Identifier of the contact that owns the phone number.
phone_numbers__number	text	[en] Phone number.
phone_numbers__extension	text	[en] Phone extension.
phone_numbers__field	text	[en] Phone field/slot (for example, PHONE1, PHONE2), indicating which of the contact's phones it is.
phone_numbers__type	text	[en] Type of phone (for example, work, home, mobile).

E-mails

Replication type: Incremental

Emails sent to and tracked for contacts. Each row is one email, with sender, recipients, subject and dates of sending, receiving, opening and clicking.

Campo	Tipo
id	int	[en] Unique identifier of the email.
subject	text	[en] Subject of the email.
headers	text	[en] Headers of the email.
contact_id	int	[en] Identifier of the contact the email was sent to. Contacts > > id
sent_to_address	text	[en] Recipient email address (To).
sent_to_cc_addresses	text	[en] Carbon-copy (Cc) addresses of the email.
sent_to_bcc_addresses	text	[en] Blind carbon-copy (Bcc) addresses of the email.
sent_from_address	text	[en] Sender email address (From).
sent_from_reply_address	text	[en] Reply-to email address.
sent_date	timestamp	[en] Date and time the email was sent.
received_date	timestamp	[en] Date and time the email was received.
opened_date	timestamp	[en] Date and time the email was first opened.
clicked_date	timestamp	[en] Date and time of the first click on a link in the email.
original_provider	text	[en] Original provider of the email.
original_provider_id	text	[en] Identifier of the email in the original provider.

Opportunities

Replication type: Full

Sales opportunities (deals) recorded in the CRM. Each row is one opportunity, with its pipeline stage, the contact and the owner, projected values and follow-up dates.

Campo	Tipo
id	int	[en] Unique identifier of the opportunity.
last_updated	timestamp	[en] Date and time of the opportunity's last update.
opportunity_notes	text	[en] General notes about the opportunity.
affiliate_id	int	[en] Identifier of the affiliate associated with the opportunity.
opportunity_title	text	[en] Title of the opportunity.
date_created	timestamp	[en] Date and time the opportunity was created.
estimated_close_date	timestamp	[en] Estimated close date of the opportunity.
next_action_notes	text	[en] Notes about the next action to be taken.
stage__id	int	[en] Identifier of the pipeline stage the opportunity is in. Opportunity Stages > > stage_id
stage__name	text	[en] Name of the pipeline stage the opportunity is in.
next_action_date	timestamp	[en] Scheduled date and time of the next action.
contact__id	int	[en] Identifier of the contact linked to the opportunity. Contacts > > id
contact__email	text	[en] Email of the contact linked to the opportunity.
contact__first_name	text	[en] First name of the contact linked to the opportunity.
contact__last_name	text	[en] Last name of the contact linked to the opportunity.
contact__company_name	text	[en] Company name of the contact linked to the opportunity.
contact__job_title	text	[en] Job title of the contact linked to the opportunity.
contact__phone_number	text	[en] Phone number of the contact linked to the opportunity.
projected_revenue_low	float	[en] Projected low-end revenue of the opportunity.
include_in_forecast	float	[en] Indicates whether the opportunity is included in the sales forecast.
user__id	int	[en] Identifier of the user who owns the opportunity.
user__first_name	text	[en] First name of the user who owns the opportunity.
user__last_name	text	[en] Last name of the user who owns the opportunity.
projected_revenue_high	float	[en] Projected high-end revenue of the opportunity.

Opportunity Stages

Replication type: Full

Stages of the sales opportunity pipeline. Each row is one stage, with its order in the pipeline and the number of opportunities in it.

Campo	Tipo
stage_id	int	[en] Unique identifier of the stage.
stage_name	text	[en] Name of the stage.
stage_count	int	[en] Number of opportunities currently in this stage.
stage_order	int	[en] Position (order) of the stage within the pipeline.
end_stage	boolean	[en] Indicates whether this is a final stage of the pipeline.
is_default	boolean	[en] Indicates whether this is the default stage of the pipeline.

Product Interest

Replication type: Full

Products of interest associated with opportunities (opportunity line items). Each row links a product to an opportunity, with quantity and discount.

Campo	Tipo
opportunity_id	int	[en] Identifier of the opportunity the item refers to. Opportunities > > id
discount_percent	float	[en] Discount percentage applied to the item.
qty	float	[en] Quantity of the product in the item.
subscription_plan_id	int	[en] Identifier of the subscription plan associated with the item, when applicable.
id	int	[en] Unique identifier of the product interest item.
product_id	int	[en] Identifier of the product in the item. Products > > id

Products

Replication type: Full

Main object

Products registered in the catalog/store. Each row is one product, with SKU, price, description and status.

Campo	Tipo
id	int	[en] Unique identifier of the product.
sku	text	[en] Product SKU code.
url	text	[en] URL associated with the product.
status	int	[en] Product status, indicating whether it is active/available for sale.
sub_category_id	int	[en] Identifier of the product subcategory.
product_name	text	[en] Name of the product.
product_desc	text	[en] Full description of the product.
product_price	float	[en] Price of the product.
product_short_desc	text	[en] Short description of the product.
subscription_only	boolean	[en] Indicates whether the product can only be sold as a subscription (recurring).

infusionsoft_products__subscription_plans

Subscription (recurring) plans associated with a product. Each row is one recurring billing plan of a product (child relation of infusionsoft_products).

Campo	Tipo
product_id	int	[en] Identifier of the product the subscription plan belongs to.
subscription_plans__id	int	[en] Unique identifier of the subscription plan.
subscription_plans__cycle	int	[en] Billing cycle of the plan (time unit between charges, for example month or year).
subscription_plans__frequency	int	[en] Billing frequency within the cycle (how many cycles between each charge).
subscription_plans__url	text	[en] URL associated with the subscription plan.
subscription_plans__active	boolean	[en] Indicates whether the subscription plan is active.
subscription_plans__subscription_plan_name	text	[en] Name of the subscription plan.
subscription_plans__number_of_cycles	int	[en] Total number of billing cycles of the plan (0 usually indicates indefinite recurrence).
subscription_plans__plan_price	float	[en] Amount charged on each billing of the plan.
subscription_plans__subscription_plan_index	int	[en] Index/order of the subscription plan within the product.

Tagged Contacts

Replication type: Full

Tag applications on contacts. Each row indicates that a contact was given a tag, with the date the tag was applied.

Campo	Tipo
tag_id	int	[en] Identifier of the applied tag. Tags > > id
contact__id	int	[en] Identifier of the contact that received the tag. Contacts > > id
contact__email	text	[en] Email of the contact that received the tag.
contact__first_name	text	[en] First name of the contact that received the tag.
contact__last_name	text	[en] Last name of the contact that received the tag.
date_applied	timestamp	[en] Date and time the tag was applied to the contact.

Campo	Tipo
id	int	[en] Unique identifier of the tag.
name	text	[en] Name of the tag.
description	text	[en] Description of the tag.
category__id	int	[en] Identifier of the category the tag belongs to.
category__name	text	[en] Name of the tag category.
category__description	text	[en] Description of the tag category.

Template

Replication type: Full

Marketing piece templates, such as emails and letters. Each row is one template, with title, type and categories.

Campo	Tipo
id	int	[en] Unique identifier of the template.
piece_title	text	[en] Title of the template (piece).
piece_type	text	[en] Type of the piece (for example, email, letter).
categories	text	[en] Categories associated with the template.

Notes

Part of this documentation was automatically generated by AI and may contain errors. We recommend verifying critical information

Add Infusionsoft (Keap) as a Data Source on Kondado

Connect your Keap marketing and sales data to Kondado to generate metrics and monitor KPIs across marketing, sales, and customer success.

Log in to Kondado

Access the Kondado platform with your credentials to begin adding a new data source.

Select the Infusionsoft (Keap) connector

Navigate to the add data sources page and choose Infusionsoft (Keap) from the available connectors to start the integration process.

Authorize the connection

You will be redirected to Keap's authorization page where you must click "Allow" to grant Kondado access to your Infusionsoft data.

Complete the data source setup

After authorization, you'll return to Kondado where the token and refresh token are filled automatically. Name your source (e.g., "Infusionsoft") and click save to finish.

Build pipelines to your destinations

With your Infusionsoft source connected, create pipelines to send data to destinations like BI tools, data warehouses, or spreadsheets for analysis and reporting.

Frequently asked questions

What is Keap (formerly Infusionsoft) used for?▼

Keap is marketing and sales software designed to help small businesses grow. It includes tools for capturing leads, sending emails, managing customer relationships and life cycles, and e-commerce functionality—all in a single platform.

What data can I extract from Infusionsoft using Kondado?▼

You can extract data from multiple objects including Campaigns, Contacts, Products, Tags, Opportunities, Emails, and more. Each object contains detailed fields such as contact information, opportunity stages, product prices, and email engagement metrics.

Do I need to manually enter API tokens to connect Infusionsoft?▼

No. After you click "Allow" on the authorization page, the token and refresh token are filled in automatically on the Kondado platform. You only need to give your data source a name and click save.

What can I do with Infusionsoft data once it's in Kondado?▼

You can generate metrics and monitor the most important marketing, sales, and customer success KPIs for your business. The data can be sent to various destinations for visualization and analysis.

Is there a way to visualize Infusionsoft data with pre-built dashboards?▼

Yes, you can explore Data Studio dashboards for Infusionsoft or other visualization options to quickly gain insights from your Keap data.

Written by

Thassyo Pereira·Published 2023-07-17·Updated 2026-06-01