Keap (InfusionSoft) and Healthie
Healthie integrates with Keap (InfusionSoft) as a CRM tool for client engagement and retention.
This feature is currently available as an add-on to our Plus Plan members and above. An add-on fee applies. If you're interested in enabling this integration, please email hello@gethealthie.com.
IN THIS ARTICLE:
Overview of Integration
Healthie makes it easy for providers who use Infusion Soft as their CRM to tag information between the two platforms. With this integration, your contacts in InfusionSoft can be tagged according to certain actions taken in the Healthie platform. This specifically includes
- A tag can be applied when a client books an appointment within the Healthie platform, it will tag this client in your InfusionSoft CRM
- Integration will automatically add your Healthie patient demographics into IFS (E-mail, phone number, date of birth, name), as you update them in Healthie.
At this time, it is not possible to automatically apply tags based on purchases.
It is also not possible to use a phone number purchased through Keap for SMS messages out of Healthie.
How to set up InfusionSoft & Healthie Integration
- E-mail hello@gethealthie.com to set this up on your account (available for Plus and above, additional fees apply).
- Once you are authenticated by hello@gethealthie.com, go to https://gethealthie.com/auth_infusionsoft to connect Healthie and Keap (InfusionSoft).
- This will If you have any questions about how to do this, please e-mail hello@gethealthie.com