Tags that start the wrong campaign
We list the tags your campaigns listen for before connecting anything, so a call does not trigger a sequence by accident.
Integration · Zoom Phone to Keap (Infusionsoft)
Zoom Phone and Keap (Infusionsoft) integration
Keap runs your follow-up: tags, campaigns and automations. Zoom Phone runs your calls. We connect them so every call lands as a note on the right Keap contact, and a missed call or a booked call applies the tag your automations already listen for. 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
Zoom Phone
Keap (Infusionsoft)
One call ends in Zoom Phone. In Keap (Infusionsoft):
- A call in Zoom PhoneAnswered, missed or voicemail
- Logged on the Keap contactA note with who, when and how long
- A tag appliedYour Keap automation takes over
- 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.
In Keap, a tag is what makes things happen
Keap, and Infusionsoft before it, is built around tags. A tag starts a campaign, stops a sequence, or tells someone to call. That is why phone calls matter so much here: if a lead calls and books, but no tag is applied, Keap keeps sending them "still interested?" emails.
So this integration is not only about logging. The important part is agreeing which call outcomes apply which tags, and checking those tags against the campaigns you already run. Done right, a missed call starts your call-back sequence and a booked call stops the nurture emails, without anyone touching Keap.
- Coaches and consultantsDiscovery calls logged on the contact; a booked call stops the nurture sequence.
- Service businessesMissed calls tagged so a text or email goes out while the lead is still warm.
- Small sales teamsThe full call history on each contact, next to their emails and purchases.
What we connect between Zoom Phone and Keap (Infusionsoft)
A typical setup. We adjust each line to how your team uses Zoom Phone and Keap (Infusionsoft).
When this happensThis is what you get
A call endsA note on the matching Keap contact, with length and the Zoom Phone user
A missed callA tag such as "Missed call", so your follow-up automation runs
A voicemailA task for the contact owner, with the voicemail linked
The recordingLinked from the note, where your Zoom Phone plan records calls
A caller not in KeapA new contact, checked against existing phone numbers first
Field mapping, event by event
Each Zoom Phone event and exactly what it writes in Keap (Infusionsoft). Pick an event to see its fields.
1. Trigger · Zoom Phone
When a call ends
Every call made or received in Zoom Phone
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 time15 Sep, 4:00 pm
Shown in your time zone
Date time15 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
Call outcome
ResultInterested
Matched to your own list of outcomes
ResultInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Contact
Matched by phone number+1 415 555 0142
A new contact is created only if none match
1. Trigger · Zoom Phone
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
ResultInterested
Looked up in the outcome-to-stage list we agree with you
1. Trigger · Zoom Phone
When a voicemail is left
Nobody picked up in time
2. Action · Keap (Infusionsoft)
Create a task
In Keap (Infusionsoft), for the contact owner — A call-back nobody forgets
Keap (Infusionsoft) field
Mapped from
What happens
Title
Caller number+1 415 555 0142
“Call back” plus the contact name, or the number if unknown
Caller number+1 415 555 0142
“Call back” plus the contact name, or the number if unknown
Due
Your follow-up windowWithin 1 hour
Set to how fast your team calls back
Assigned to
Contact ownerMaria Lopez
Falls back to the rep who was on the line
Contact ownerMaria Lopez
Falls back to the rep who was on the line
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 Zoom Phone calls
Your team builds and maintains every step
Where it runs
In your own Zoom Phone 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 Zoom Phone and Keap (Infusionsoft) setups usually go wrong
Phone fields in old records
Infusionsoft accounts often hold years of numbers in mixed formats and several phone fields. We match across them so returning callers are found.
Keap Max Classic and newer Keap
Older Infusionsoft (Max Classic) and the newer Keap apps differ in places. We check which you are on before quoting.
Recordings that arrive later
Zoom finishes processing recordings after the call. We add the link once it is ready.
How we set it up
- 1
Agree outcomes and tags
Which call outcomes apply which tags, and which campaigns they affect. Written scope, fixed one-time price.
- 2
Access
Admin access to Zoom Phone and to your Keap account.
- 3
Connect and test
We connect the two and test answered, missed and voicemail calls, checking each tag starts the right automation.
- 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 Zoom Phone 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 Zoom Phone and Keap (Infusionsoft)
Does Keap have its own phone?
Keap offers its own business line on some plans. If your team uses Zoom Phone instead, the two do not share call history without a connection like this.
Will this work with Infusionsoft (Keap Max Classic)?
Usually, yes. Max Classic and the newer Keap apps differ in some features, so we confirm which you use before giving a price.
Is there a monthly fee?
No. You pay once for the setup.
Can a call stop an email sequence?
Yes. That is one of the most useful parts: a booked or answered call applies a tag that your campaign uses to stop sending.
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Rather talk it through?
Thirty minutes on how your team uses Zoom Phone and Keap (Infusionsoft). You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Tag: Call bookedNurture stopped
Call-back taskAssigned to the contact owner