About
Keap’s CRM and platform enables small businesses to organize leads, track clients, and automate tasks. Integrating Keap and Healthie means that activity which happens in the Healthie platform is seamlessly recorded within Keap, to maintain accurate records without having to rerecord activity.
Integration Details
Healthie integrates with Keap (InfusionSoft) as a CRM tool for client engagement and retention. This integration makes it easy for providers who use Keap as their CRM to tag information between the two platforms. With this integration, your contacts in Keap can be tagged according to certain actions taken in the Healthie platform.
By integrating Healthie and Keap, your business can:Â
- Automatically generate tags from client appointments created in the Healthie platform, and seamlessly attach those tags to client profiles in the Keap CRM.
- Automatically add your Healthie patient demographics into Keap (E-mail, phone number, date of birth, name), as you update them in Healthie.Â
Data
Client Demographics, Appointment Booking
Client Demographics, Appointment Booking
Data
