Integration · PhoneBurner to Keap (Infusionsoft)

Keap (Infusionsoft) and PhoneBurner integration

We connect PhoneBurner to Keap (Infusionsoft) so every call, outcome and follow-up lands on the right contact. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
PhoneBurner Keap (Infusionsoft)

One call ends in PhoneBurner. In Keap (Infusionsoft):

  1. Call logged on the contactLength, direction and the rep who took it
  2. Recording attachedLinked from the note
  3. Outcome moves the opportunityThe stage or field you choose
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

What we connect between PhoneBurner and Keap (Infusionsoft)

A typical setup. We adjust each line to how your team uses PhoneBurner and Keap (Infusionsoft).

When this happensThis is what you get
A call endsA note on the matching contact, owned by the right Keap (Infusionsoft) user
The call recordingAttached to that note
The call outcomeThe opportunity stage or a contact field you choose
A caller who is not in Keap (Infusionsoft) yetA new contact, checked against existing records first

Field mapping, event by event

Each PhoneBurner event and exactly what it writes in Keap (Infusionsoft). Pick an event to see its fields.

1. Trigger · PhoneBurner When a call ends Every call made or received in PhoneBurner
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 Next call date15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Keap (Infusionsoft) expects
Call outcome ResultInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Call notes Call notesAsked for pricing Saved as note text
Contact Matched by phone number+1 415 555 0142 A new contact is created only if none match
1. Trigger · PhoneBurner When an outcome is set A rep marks how the call went
2. Action · Keap (Infusionsoft) Update the opportunity In Keap (Infusionsoft) — Moves one record, not all of them
Keap (Infusionsoft) field Mapped from What happens
Which opportunity Most recent open opportunityNorthwind — 12 seats On the matching contact, owned by the rep on the call
Stage ResultInterested Looked up in the outcome-to-stage list we agree with you

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 PhoneBurner calls Your team builds and maintains every step
Where it runs In your own PhoneBurner 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 PhoneBurner and Keap (Infusionsoft) setups usually go wrong

Busy calling days

A busy team can send a lot of updates at once. We pace them so Keap (Infusionsoft) accepts every one, even on your busiest days.

Phone numbers written two ways

PhoneBurner and Keap (Infusionsoft) often store numbers in different formats. Left alone, a caller who already exists becomes a second contact. We match on a cleaned-up number before anything is created.

Reps matched to Keap (Infusionsoft) users

If a PhoneBurner user is not matched to a Keap (Infusionsoft) user, calls log without an owner. We match every rep before go-live.

Updating the right opportunity

An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Keap (Infusionsoft). You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to PhoneBurner and Keap (Infusionsoft) for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Two agents on headset calls in an office
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 PhoneBurner 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.

Get a written scope

Tell us what should happen in Keap (Infusionsoft) when a call ends. We reply within 2 working days.

Questions about PhoneBurner and Keap (Infusionsoft)

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between PhoneBurner and Keap (Infusionsoft), set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between PhoneBurner and Keap (Infusionsoft)?

A call ends, the call recording, the call outcome, a caller who is not in keap (infusionsoft) yet, each mapped to the right contact and opportunity in Keap (Infusionsoft). We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to PhoneBurner and Keap (Infusionsoft) during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

Rather talk it through?

Thirty minutes on how your team uses PhoneBurner and Keap (Infusionsoft). You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Colleagues working together in an office
Call ended03:04 · inbound Opportunity updatedStage set from the call outcome Call-back taskAssigned to the contact owner