General CRM
Keap – Mac Plus Client Add-In Telephony Integration
Connect Keap with Xinix telephony. View supported features, system requirements, and integration details.
System Characteristics
Application Information:
| Manufacturer: | Keap (Part of the the Group) |
|---|---|
| Application: | Keap |
| Market: | General CRM |
Other Information:
| Operating System: | Mac |
|---|---|
| Installation Options: | Optional. |
| Product: | Go Integrator Nava |
Supported Features (related to latest supported release)
Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Pop contact in edit mode
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Add contact
Live Mode
Cached Mode
Related data
Note/Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging – When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
Plus Client Add-In
Standard
Unite
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