Guide: Using InfusionSoft by Keap with Databox

Currently, there is not a direct Databox + Infusionsoft by Keap integration available, but there are alternative ways to sync your Infusionsoft by Keap data with Databox.

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat.

HOW TO

How to use Zapier to sync Infusionsoft by Keap data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier. 

Learn more about the Zapier + Databox third-party integration here.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing Infusionsoft by Keap data with Databox using Zapier. 

You can also create Zaps from scratch if a Zap Template isn’t available.

IN THIS SECTION

Zap Templates available for Infusionsoft by Keap Metrics

We are in the process of developing Zapier Zaps for Infusionsoft by Keap data.

Creating Zaps from scratch for Infusionsoft by Keap Metrics

The following Infusionsoft by Keap Metrics can also be synced with Databox by creating a Zap from scratch: 

  • New Contact
    (triggered when a new contact is added)
  • New Contact Action
    (triggered when a new action for a contact is added)
  • New Expense
    (triggered when a new expense for an opportunity or leadsource is added)
  • New Invoice
    (triggered when a new invoice is added)
  • New Opportunity
    (triggered when a new opportunity is added)
  • New Payment
    (triggered when a new payment of any type is added)
  • New Subscription
    (triggered when a contact subscribes to plan)
  • Canceled Subscription
    (triggered when a contact unsubscribes from plan)
  • New Subscription Plan
    (triggered when a new subscription plan is added)
  • New Action Sequence
    (triggered when a new action sequence is added)
  • New Affiliate
    (triggered when a new affiliate is added)
  • New Company
    (triggered when a new company is added)
  • New Tag
    (triggered when a new tag is added)
  • New Product
    (triggered when a new product is added)

Learn how to create Zaps from scratch here.

How to use Integromat to sync Infusionsoft by Keap data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integration here

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing Infusionsoft by Keap data with Databox using Integromat. 

If a Template isn’t available, you can sync additional Infusionsoft by Keap with Databox using Integromat by setting it up from scratch.

IN THIS SECTION

Integromat Templates available for Infusionsoft by Keap Metrics

We are in the process of developing Integromat Templates for Infusionsoft by Keap data.

Syncing additional Infusionsoft by Keap Metrics using Integromat

The following Infusionsoft by Keap Metrics can also be synced with Databox by setting up the connection from scratch:

  • Watch Event
    (triggered when a specified event occurs)
  • Retrieve Commissions
    (retrieves a list of commissions based on affiliate or date range)
  • Watch New Appointments
    (triggered when a new appointment is created)
  • List Appointments
    (retrieves all your appointments)
  • Watch New Contacts
    (triggered when a new contact is created)
  • List Contacts
    (retrieves all your contacts)
  • Watch New Orders
    (triggered when a new order is created)
  • List Orders
    (retrieves all your orders)
  • Watch Sent Emails
    (triggered when a new email is sent)
  • List All Emails Sent
    (retrieves a list of emails that have been sent)
  • Watch New Files
    (triggered when a new file is created)
  • List Files
    (retrieves a list of all files)
  • Watch New Notes
    (triggered when a new note is created)
  • List Notes
    (retrieves a list of all notes)
  • Watch New Opportunities
    (triggered when a new opportunity is created)
  • List Opportunities
    (retrieves a list of all opportunities)
  • Watch a Tag
    (triggered when a specific tag was added to any contact)
  • List Tags
    (retrieves a list of all tags defined in the application)
  • Watch New Tasks
    (triggered when a new task is created)
  • List Tasks
    (retrieves a list of all tasks)
  • List Campaigns
    (retrieves all your campaigns)
  • List Products
    (retrieves a list of all products)

Learn how to set this up from scratch here.

Use the Databox API to sync Infusionsoft by Keap data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push Infusionsoft by Keap data via the Databox API.

Learn more about the Integromat + Databox third-party integration here

For more information, check out the Databox developer portal or Infusionsoft by Keap’s API documentation.

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