Keap

New

CRM and automation platform

Pricing
Free trial available
Dual subscription required; available as an add-on for the Plus Plan tier and above.
Learn more about pricing

Overview

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: 

  • 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.
No items found.

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.

Enable the Keap Integration

Ready to get started? Find the next steps in leveraging this integration alongside Healthie.

Candid
Salesforce
Stitch Data
Athena Health
Constant Contact
Diet ID
Google Tag Manager
HubSpot
Keap
Mixpanel
Edamam
Fitbit
Shapa
MyClearStep
Withings
Dexcom
Outlook Cal
Google Cal
Google Fit
Apple Health
Apple Cal
Quest
Sanctuary
Office Ally
Twilio
SRFax
Send Grid
Shopify
DoseSpot
Stripe
Living Plate Rx
Evexia
Zus
Zoom
Fullscript

Get Started with Healthie

Gain access to our core features and sign up for a free trial today.