Keap, formerly known as InfusionSoft is CRM that is not specific to the insurance industry but widely used by insurance agents. Our customers will integrate data collected from XILO Forms into Keap to streamline the process of getting that data into their CRM. We can also launch Keap automations from the XILO platform or through Zapier.
In order to connect Keap, you must activate the integration in our API settings and then need to login with your Keap credentials using the Login with Keap button. This will give us authorization to push into the CRM. Once a XILO Form is submitted, Contact information will be pushed into the system.