Tags that start the wrong campaign
We map outcomes to tags only after checking which campaigns listen for them.
Integration · Dialpad to Keap (Infusionsoft)
Dialpad and Keap (Infusionsoft) integration
Dialpad handles your calls and texts, with AI call summaries. Keap runs your follow-up through tags and campaigns. We connect them so each call lands on the right Keap contact with its summary, and the outcome applies the tag that starts or stops the right campaign. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Dialpad
Keap (Infusionsoft)
One call ends in Dialpad. In Keap (Infusionsoft):
- A call or text in DialpadWith an AI summary
- Saved on the Keap contactNote with summary and length
- A tag appliedYour Keap campaign responds
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
A good summary in the wrong place helps nobody
Dialpad can write a summary and action items after a call. That is valuable, but only if it ends up where your follow-up is decided. In a Keap business that is the contact record and its tags. If the summary stays in Dialpad, the follow-up email still goes out as if the call never happened.
We bring the summary across as a note on the contact and translate the outcome into tags. A booked call stops the nurture sequence. A "send me prices" call starts the right campaign. A missed call starts a call-back reminder. We check every tag against the campaigns you already run before connecting.
- Service businessesEnquiry calls summarised on the contact, with the right follow-up started.
- Coaches and course creatorsSales calls stop nurture emails once booked.
- Small sales teamsCalls, texts and emails together on each contact.
What we connect between Dialpad and Keap (Infusionsoft)
A typical setup. We adjust each line to how your team uses Dialpad and Keap (Infusionsoft).
When this happensThis is what you get
A call endsA note on the Keap contact, with length and Dialpad user
The Dialpad AI summaryAdded to that note, where your Dialpad plan includes it
The outcomeA Keap tag that starts or stops a campaign
A text messageAdded to the contact history
A new callerA new contact, checked against existing numbers first
Field mapping, event by event
Each Dialpad event and exactly what it writes in Keap (Infusionsoft). Pick an event to see its fields.
1. Trigger · Dialpad
When a call ends
Every call made or received in Dialpad
2. Action · Keap (Infusionsoft)
Log the note
In Keap (Infusionsoft), on the contact — Where your team already works
Keap (Infusionsoft) field
Mapped from
What happens
Activity date
Date started15 Sep, 4:00 pm
Shown in your time zone
Date started15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Keap (Infusionsoft) expects
Call length3 min 04 s
Stored the way Keap (Infusionsoft) expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Ai summaryAsked for pricing
Saved as note text
Ai summaryAsked for pricing
Saved as note text
Contact
Matched by phone number+1 415 555 0142
A new contact is created only if none match
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Dialpad calls
Your team builds and maintains every step
Where it runs
In your own Dialpad and Keap (Infusionsoft) accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Dialpad and Keap (Infusionsoft) setups usually go wrong
Old phone data
Long-running Keap accounts often have numbers in several fields and formats. We match across them.
Max Classic or newer Keap
Older Infusionsoft and newer Keap differ in places. We confirm which you use first.
Summaries take a moment
AI summaries are ready a little after the call ends. We add them once available.
How we set it up
- 1
Agree outcomes and tags
Which outcomes apply which tags. Written scope, fixed one-time price.
- 2
Access
Admin access to Dialpad and Keap.
- 3
Connect and test
We connect them and test each outcome against your campaigns.
- 4
Handover
A short note of which outcome applies which tag.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Dialpad and Keap (Infusionsoft), built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Dialpad and Keap (Infusionsoft)
Does Dialpad connect to Keap out of the box?
Not in the way most Keap users need. We connect them directly with their APIs, built around your tags and campaigns.
Will the AI summary come across?
Yes, where your Dialpad plan produces summaries. We add it to the note on the contact.
Is there a monthly fee?
No. You pay once for the setup.
Can a call stop an email sequence?
Yes. A booked or answered call applies a tag your campaign uses to stop sending.
Related
Keap (Infusionsoft) setup & managementOngoing admin, workflows and integrations
Dialpad setup & managementNumbers, routing and dialer campaigns
Keap (Infusionsoft) and Zoom PhoneIntegration
Keap (Infusionsoft) and KixieIntegration
Keap (Infusionsoft) and TalkdeskIntegration
Copper CRM and DialpadIntegration
Rather talk it through?
Thirty minutes on how your team uses Dialpad and Keap (Infusionsoft). You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Tag: Call bookedSummary saved
Call-back taskAssigned to the contact owner