All content on these pages are related to the latest supported release of the Centile UCC Connect client.

Keap

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Keap (Part of the the Group)

Application:

Keap

Market:

General CRM

Notes / Advisories

Infusionsoft API has a limitation that does not allow searching by First Name.  

Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call), 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Centile CRM Integration

References

  1. Keap (Product Website)
  2. Keap (Part of the the Group) (Manufacturer Website)