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Connect Keap (Infusionsoft) to Microsoft Teams

Automate workflows and sync data between Keap (Infusionsoft) and Microsoft Teams with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Keap (Infusionsoft) & Microsoft Teams?

Intelligent Automation Workflows

Leverage 3 available triggers from Keap (Infusionsoft) to execute 12 targeted actions in Microsoft Teams automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Keap (Infusionsoft) and Microsoft Teams perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Keap (Infusionsoft) and Microsoft Teams for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Keap (Infusionsoft) logo

Keap (Infusionsoft)

Triggers (3)

New Invoice

Emit new event for each new **invoice** See docs here

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New Order

Emit new event for each new **order** See docs here

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New Payment

Emit new event for each new **payment** See docs here

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Actions (24)

Add Contact to Automation

Add one or more contacts to an automation sequence in Keap CRM. See docs here

Apply Tag to Contacts

Apply a tag to one or more contacts in Keap CRM. See the documentation

Create Affiliate

Create a new affiliate in Keap CRM. See the documentation

Create Company

Create a new company (account) in Keap CRM. See the documentation

Create Contact

Create a new contact in Keap CRM. See the documentation

Create Contact Note

Create a new note for a contact in Keap CRM. See the documentation

Create Opportunity

Create a new opportunity in Keap CRM. See the documentation

Create Opportunity Stage

Create a new opportunity stage in Keap CRM. See the documentation

Create Order Item

Add an item to an existing order See docs here

Create Payment

Create or add a payment record See docs here

Create Task

Create a new task in Keap CRM. See the documentation

Delete Task

Delete a single task by ID. See the documentation

Get Company

Retrieve details of a Company See docs here

Get Contact

Retrieve details of a Contact See docs here

List Affiliates

List affiliates with optional filters in Keap CRM. See the documentation

List Companies

Search for and list all the companies that match by filters. See the documentation

List Contact Notes

List notes for a contact in Keap CRM. See the documentation

List Contacts

Search for and list all the contacts that match by filters. See the documentation

List Opportunities

List opportunities with optional filters. See the documentation

List Opportunity Stages

List opportunity stages in Keap CRM with optional filtering. See the documentation

List Tasks

Retrieves a list of tasks based on the provided filter. Tasks which are not assigned may be queried with user_id==UNASSIGNED. See the documentation

List Users

List users in Keap CRM with optional filtering. See the documentation

Retrieve Contact Model

Retrieve the custom fields model for contacts to discover available custom field IDs and types. See the documentation

Retrieve Opportunity

Retrieve a single opportunity by ID. See the documentation

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Keap (Infusionsoft) trigger → Create/Update in Microsoft Teams

Most Popular
Keap (Infusionsoft)Keap (Infusionsoft)

New Invoice

Microsoft TeamsMicrosoft Teams

Create Channel

When Microsoft Teams trigger → Update Keap (Infusionsoft)

Bi-directional
Microsoft TeamsMicrosoft Teams

New Channel

Keap (Infusionsoft)Keap (Infusionsoft)

Add Contact to Automation

How It Works

1

Connect Apps

Authenticate your Keap (Infusionsoft) and Microsoft Teams accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Keap (Infusionsoft) and Microsoft Teams with 9 public triggers available for instant updates.

Automated Actions

Execute 36 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Keap (Infusionsoft) and Microsoft Teams in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Keap (Infusionsoft) and Microsoft Teams with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Microsoft Teams to Keap (Infusionsoft) for bidirectional automation

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All Keap (Infusionsoft) Integrations

Explore all available Keap (Infusionsoft) connections

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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