Integrating Birdeye with Keap (Formerly Infusionsoft)
Keap is a Customer Relationship Management (CRM) tool that helps small businesses track their customers and know key details about them - right down to their last purchase or conversation with the support team. For its customers, Keap is a CRM, marketing automation, eCommerce, and payment solution, along with a marketplace of apps - all rolled into one platform.
Birdeye can seamlessly integrate with your Keap account and send out review requests to your customers automatically. Once integrated, Birdeye will fetch customer information from Keap. This will be done once daily for all the cases that were closed on the previous day. Birdeye collects the first name, last name, email address, and phone number of your clients and automatically sends them to review requests based on the preferences set within the Birdeye dashboard.
Birdeye also allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Keap:
Trigger Name | Trigger Description |
Keap Tagged Customer Trigger | This trigger is used to fetch customer data based on the specified tag applied. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
The below-mentioned steps guide you on how to set up an integration between Keap and Birdeye.
Log in to your Birdeye account, and click on the 'Settings' tab on the left navigation rail. On the screen that opens, click on the ‘Authorize Keap’ button.
You will be asked to log in using your Keap credentials. Enter your email and password and click on the ‘Login’ button.
The application will then request access to Birdeye. Click on ‘Allow’.
After granting the access, you will be redirected to the 'Settings' page, where you can see Keap as ‘Authorized’ under the CRM integrations header. Birdeye has now been successfully integrated with Keap.