N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai
to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Setting up a Keap Infusionsoft integration with MSPbots is done by authorizing Keap Infusionsoft in MSPbots and configuring the data source.
To set up and connect Keap Infusionsoft:
- Log in to the MSPbots dashboard as an administrator.
- Go to Integrations and search for Keap Infusionsoft.
- Open Keap Infusionsoft and click the Sync button.
Important: This and the next steps require Keap Infusionsoft login. Log in to Keap Infusionsoft before you proceed. Keap Infusionsoft will prompt to authorize MSPbots to pull data. Click Yes, authorize MSPbots. - You will see a message saying that you have successfully linked Keap Infusionsoft. Click the Save button.
- Test the connection.
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N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!