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Connect Salesforce and Infusionsoft by Keap

Integrate and sync Salesforce data with Infusionsoft by Keap. Easily organize Salesforce records into tags or lists in Infusionsoft by Keap.

Connecting apps Connected and ready to sync
Salesforce
Infusionsoft by Keap
Watch overview
  • Under 10 minutes to set up
  • Every feature in one plan
  • No developers required
Built for real workflows

What you can do with Salesforce + Infusionsoft by Keap

Choose the automations your team needs now, then add more as your workflow grows.

Sync Salesforce Contacts, Leads and Accounts, even Person Accounts to Infusionsoft.
Sync Salesforce Campaigns and List Views to only specific Infusionsoft Tags.
Filter and sync only those records that meet specific criteria from Salesforce or vice-versa.
Delete Converted Leads feature to Infusionsoft.
Opt-outs automatically synced from Infusionsoft to Salesforce.
Custom field mapping between both systems.
Salesforce always takes higher precedence over Infusionsoft. Any record changes in Salesforce will always be synced to Infusionsoft.
Data is synced from Infusionsoft only if the email address doesn't exist in Salesforce when syncing or Update Field Mapping is enabled.
A guided Set Up

From connected apps to an active sync

Follow five focused steps. Most teams complete their first Set Up in less than 10 minutes.

  1. 01

    Connect Salesforce

    Authenticate your account and confirm the records available to SyncApps.

    1–2 min
  2. 02

    Connect Infusionsoft by Keap and choose automations

    Turn on Full Sync and the other features that match your use case.

    1–2 min
  3. 03

    Map your fields

    Match the data fields that should stay aligned across both systems.

    2 min
  4. 04

    Filter and segment

    Define which records move and how audiences become groups or tags.

    15 sec
  5. 05

    Set the schedule

    Choose when the sync runs, then let SyncApps keep the workflow moving.

    Done
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Customer stories

What changed after teams connected their apps

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Ready when you are

Connect Salesforce + Infusionsoft by Keap today.

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