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Connecting Infusionsoft (KEAP) CRM to Binox MSP Lead System.
Connecting Infusionsoft (KEAP) CRM to Binox MSP Lead System.

V01. l Q1 2023 

Updated over a week ago

We make it easy to integrate “Binox Lead Generation” with “Infusionsoft” so you can streamline your sales process, increase productivity, and improve your sales follow-up.

In this tutorial we will guide you through the steps required to connect your CRM (Infusionsoft) to Binox, this will allow you to automate and send leads from Binox to Infusionsoft CRM in no time!

Pre-requisites: Your IFS account must have administrative privileges to set it up with Binox. 

Step 1: Connecting IFS to Binox

  • Click on your “Account Settings” at the top right and select “My Account”. 

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  • Under “My Account” click on “Products and Add-ons” and select “CRM”.

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  • Scroll down, look for the “Infusionsoft” logo, and click “Connect”.

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  • When you click “Connect” you will need to log into your Keap Infusionsoft account, make sure you have “Admin Privileges”.

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  • When the prompt windows asking for permissions pop up, click on “Allow”

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