FreeAgent CRM Telephony Integration - XINIX
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Keap CRM Integration

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

Add-in Classification

Pre-Release

Product/License Type

Unite

Supported Features (related to latest supported release)
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.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. Keap Max Classic (Product Website)
  2. Keap (Manufacturer Website)

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