Live in 5–10 business days
Retell AI AI Calls
Auto-Logged to Keap (Infusionsoft)
In < 0.4s. Zero manual entry.
Retell AI fires 6 webhook event types: call_started, call_ended, call_analyzed (AI summary + sentiment), transcript_updated (real-time), transfer_started, and a Zapier polling trigger. The call_analyzed event is the mos…
Technical noteRetell webhooks are verified via x-retell-signature (HMAC). Allowlist IP 100.20.5.228 in your production firewall. The call_analyzed event fires separately from call_ended — integration must handle both and merge the AI analysis into the CRM activity. Authentication uses x-retell-api-key header.
6 events
Trigger types from Retell AI
5 actions
CRM actions in Keap (Infusionsoft)
< 0.4s
call end to CRM update
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — Retell AI → Keap (Infusionsoft)
Syncing
Retell AI
Dialer · AI Voice Agent / Conversation Intelligence
API Key (x-retell-api-key header)
contact_phone
→
Contact.Phone / Lead.Phone
✓
contact_name
→
Contact.Name / Lead.Name
✓
contact_email
→
Contact.Email / Lead.Email
✓
call_direction
→
Activity.Type (Inbound/Outbound)
✓
call_duration
→
Activity.Duration
✓
Keap (Infusionsoft)
CRM · CRM · Email Marketing · Automation
OAuth 2.0
All 13 fields mapped · real time
zero manual entry
Real-time sync
Every call logged.
Automatically.
Before your rep picks up the next one.
The Retell AI webhook fires the instant a call ends. Our integration processes it and updates Keap (Infusionsoft) — all in under a second. Zero rep involvement.
0%
calls logged automatically
< 0.4s
call end to CRM update
0min
saved per rep per day
0%
recordings in Keap (Infusionsoft)
Live integration feed — Retell AI → Keap (Infusionsoft)
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using Retell AI + Keap (Infusionsoft) manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
Retell AI analysis data stays in Retell — CRM has no sentiment/qualification
CRM only updated if sales team manually reviews Retell dashboard
Inbound calls from unknown numbers create no CRM contact
HMAC webhook verification not implemented — security risk
WITH THE INTEGRATION
after go-live
call_analyzed fires; sentiment + custom_analysis_data mapped to CRM fields
call_ended + call_analyzed events auto-update CRM — no manual review
from_number triggers CRM contact upsert on every call
x-retell-signature verified on every webhook — production-grade security
Did you know?
What changes when Retell AI + Keap (Infusionsoft) are connected
These improvements happen automatically — no rep action required after each call.
? Did you know
+52%
more CRM contacts from inbound calls
Retell's call_ended webhook fires for every call. Unknown inbound numbers automatically create CRM contacts -- no more missed prospects.
call_ended
from_number → contact
? Did you know
< 0.4s
from Retell call end to CRM update
call_analyzed fires with full AI summary, sentiment and custom analysis data. CRM updates before the rep sees the next lead.
call_analyzed
call_analysis
? Did you know
6
Retell webhook events mapped to CRM
call_started, call_ended, call_analyzed, transcript_updated, transfer_started -- all 6 events captured and routed to CRM actions.
E01-E05 + T01
all events
? Did you know
100%
of AI call analyses accessible in CRM
Retell AI analysis (sentiment, custom_analysis_data) maps to CRM fields. Managers review AI insights without leaving the CRM.
call_analysis
custom_analysis_data
Under the hood
Exactly what happens when a call ends in Retell AI
Every step, every API call, every field. This is how a Retell AI webhook becomes a Keap (Infusionsoft) record in under a second.
1
Call ends → Retell AI fires webhook
The moment an agent marks the call complete (or it auto-closes), Retell AI fires a POST webhook containing the full call payload.
/v2/create-phone-call
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (API Key (x-retell-api-key header)), and maps each Retell AI field to the correct Keap (Infusionsoft) field — including disposition-to-stage logic.
disposition → deal_stage
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
3
Keap (Infusionsoft) API call fires
The integration calls the Keap (Infusionsoft) API (OAuth 2.0) to update the contact record, log the call activity, set the deal stage, and create a follow-up task if the disposition requires one.
POST /v1/contacts
PATCH /v1/contacts/{id}
POST /v1/contacts/{id}/tags
PATCH /v1/contacts/{id}
POST /v1/contacts/{id}/tags
4
Complete. Rep sees nothing — Keap (Infusionsoft) is already updated.
Total time from call end to CRM update: < 0.4s. Rate limits: 25 concurrent req -- standard Infusionsoft REST limits. The rep closes Retell AI and moves to the next call. Keap (Infusionsoft) already has everything.
webhook
call_started
Call initiated
webhook
call_ended
Call terminated -- full metadata available
webhook
call_analyzed
Post-call AI analysis complete (summary, sentiment)
webhook
transcript_updated
Real-time transcript update during active call
webhook
transfer_started
Warm/cold call transfer initiated
polling
Watch Call (Zapier)
Native Zapier trigger -- polls for new processed call records
action
Create Contact
Creates a new contact in Keap
action
Update Contact
Updates an existing contact
action
Add Tag to Contact
Applies a tag to trigger automation sequences
action
Create Task
Creates a follow-up task
action
Create Note
Creates a note on a contact record
All fields passed on every Retell AI call event:
call_id
agent_id
call_status
call_type
from_number
to_number
transcript
recording_url
Connection Details
DialerRetell AI
CRMKeap (Infusionsoft)
Dialer authAPI Key (x-retell-api-key header)
CRM authOAuth 2.0
ZapierAvailable
Delivery5–10 business days
From$100 one-time setup
Best fit for
SaaS companies using Retell AI for inbound lead qualification, contact centres using AI for first-touch outreach before routing to human agents, and teams where AI-generated sentiment and qualification data needs to populate CRM custom properties.
Disposition mapping
What happens in Keap (Infusionsoft) for every call outcome
Select a disposition to see the exact chain of events that fires in Keap (Infusionsoft) — automatically.
Retell AI Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 0.4s
Keap (Infusionsoft)
Move deal stage → Qualified
SQL / Qualified
| Retell AI disposition | Keap (Infusionsoft) action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
Without the integration, AI call results sit inside Retell AI and never reach Keap (Infusionsoft) where your team can act on them. With it, every AI call outcome becomes a structured Keap (Infusionsoft) record — contact updated, pipeline stage set, activity logged with transcript attached.
What teams use this for
Retell AI + Keap (Infusionsoft) use cases
Specific things teams automate — based on how Retell AI works and what Keap (Infusionsoft) needs.
✓
Push Retell call_analyzed AI summary and sentiment to CRM contact note✓
Map Retell custom_analysis_data fields to CRM custom properties on call_analyzed✓
Create CRM contact when Retell inbound call from unknown number completes✓
Update CRM deal stage when Retell AI analysis indicates qualified prospect✓
Store Retell recording URL in CRM activity on call_ended event✓
Use call_started event to create CRM activity in real time before call ends✓
Create Keap contact and trigger automation when dialer call marked Qualified✓
Add tag to Keap contact based on dialer call dispositionThe build process
From quote to live in 5–10 business days
Everything handled for you. No developer needed. You describe how you work — we build it.
1
Discovery call
30 minutes. We audit your exact Retell AI and Keap (Infusionsoft) setup — dispositions, pipeline stages, field names, and edge cases. Quote on the same call.
Day 1
2
Field mapping
All fields mapped: Retell AI disposition codes → Keap (Infusionsoft) stages, recording_url → activity field, agent ID → owner, plus any custom fields you need.
Days 1–2
3
Build & test
We build the integration and test with real call data from your Retell AI account into your Keap (Infusionsoft). You verify every field before go-live.
Days 2–8
4
Go live + support
Integration goes live. We monitor for 30 days and fix anything that doesn't work exactly as specified — included at no extra charge.
Day 5–10
Client Results
What Happens When Systems Connect.
Real clients. Real platforms. Real results after we connected their systems.
Live Case Study
Y
Yadel
Founder · mabiat.co
✓ Verified Client
★★★★★
Built us a hotel booking agent using Vapi that handles both texts and calls. Guests enquire about room availability, check inventory and book directly. Everything syncs to Google Sheets in real time — no staff, no manual entry, no double-bookings. Live in under a week.
Hotel Booking Flow
Guest sends SMS or calls Vapi number
AI checks Google Sheets inventory in real time
Booking confirmed + Sheets updated instantly
Zero staff involved — fully automated
What People Are Saying
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
FAQ
Common questions about the
Common questions about the
Retell AI + Keap (Infusionsoft) integration.
Most builds are live in 5–10 business days from the discovery call. Simple setups with standard dispositions can be done in under a week. More complex builds — custom pipeline stages, multi-user routing, conditional logic — may take the full 10 days.
Yes. The integration fires within seconds of each call ending using webhooks from Retell AI and the Keap (Infusionsoft) API. Typical sync time is < 0.4s from call end to CRM record updated.
Disposition, recording URL, agent identity, call duration, notes, and any custom fields you specify — all mapped to the correct Keap (Infusionsoft) fields. You control the mapping during the field-mapping step.
Zapier works for simple triggers but gives no control over field-level mapping, disposition logic, or recording attachment. A direct API build is recommended for anything beyond basic one-way logging.
Retell AI fires an end-of-call webhook with the full conversation transcript, AI-generated summary, structured analysis, recording URL and cost. The integration captures this and maps it to Keap (Infusionsoft) fields.
That's the default case. We map your exact disposition codes to your exact Keap (Infusionsoft) pipeline stages — whatever you've named them. No preset templates to conform to.
The one-time setup fee (from $100) covers the build, end-to-end testing with real data, and 30 days of post-launch support. No per-call or per-record fees.
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Taking quotes now for Retell AI + Keap (Infusionsoft)
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Integrations as low as $100 setup · Monthly from $50/mo
Before you go
See what Keap (Infusionsoft) + Retell AI teams get
Every call logged automatically. Every recording in Keap (Infusionsoft). Zero manual entry.
+52%
more CRM contacts…
< 0.4s
from Retell call …
6
Retell webhook ev…
100%
of AI call analys…
Want these results? Book a free 30-min call — we'll audit your Retell AI and Keap (Infusionsoft) setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment