Keap CRM Integration
Max Classic offers businesses and teams a robust CRM solution that provides advanced marketing and sales automation, fully customizable campaigns, and powerful app integration.
System Characteristics
Application Information:
| Manufacturer: | Keap |
|---|---|
| Application: | Keap Max Classic |
| Market: | General CRM |
Other Information:
| Operating System: | Windows |
|---|---|
| Installation Options: | Optional |
| Product: | Go Integrator sipdesk |
Integration Type
Client Add-in
Client Add-in
An Add-in is an option in the Communicator for Xinix client that, when configured, connects the Communicator for Xinix client to the business application enabling a pre-defined set of integration features as detailed in the Supported features box.
Client Add-in with Events
An Add-in with Events is a Client Add-in that also sends and receives events to and from the business application such that the integration features are a combined function of the Communicator for Xinix client and of the business application.
Please refer to the Supported features box for more details.
Add-in Classification
Pre-Release
Standard
Standard integrations are typically* available by default within the Go Communicator sipdesk client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Supported integration features are given in the table below.
*In some instances, where additional Go Communicator for sipdesk charges or other exceptional conditions apply an unlock code may be required to enable the integration.
Controlled
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the Go Communicator for sipdesk client and must be enabled by the Go Communicator for sipdesk developer at the time of installation. Supported integration features are given in the table below. Additional one of charges apply.
Product/License Type
Unite
The minimum Product / License required to achieve integration.
|
Supported Features (related to latest supported release)
Max Classic offers businesses and teams a robust CRM solution that provides advanced marketing and sales automation, fully customizable campaigns, and powerful app integration. |
|
|---|---|
| Address book search | |
| Caller details preview | |
| Manual screen pop: | |
| Click to dial via Sipdesk Integrator: | |
| Additional features: | |
| Click to dial via Go Integrator: | |
| Auto Screen Pop | |
| Manual call activity logging: | |
| Automatic call activity logging: | |
| Integration with Notes: |
Notes / Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging – Companies cannot be assigned to Tasks, therefore creating a Task for a Company will save as a Task that isn’t assigned to anything.
References
- Keap Max Classic (Product Website)
- Keap (Manufacturer Website)
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