Madsen, Amanda

There are several ways to create contact records in Keap. This is the quickest and simplest option for creating individual contact records. Manually add a new contact to KeapClick the (+) icon at t...

An internal form enables you to submit a form on behalf of a contact while working inside of Infusionsoft. This is a way to standardize the collection of information from your contacts as you and y...

Customers are going to engage with your business in many ways.  Your full contact list is used for tracking all of the different interactions your have with customers and is very important to your ...

Create a standalone Note Template and apply it to a contact record. Use note templates to record personal interactions or events related to a contact record. Note templates save time by reducing or...

You can create tasks or appointments from a contact record or from My Day. When you use the My Day calendar, you'll be able to coordinate tasks or appointments with your overall schedule. When you ...

Navigate to the Contact Record and click the Tasks tab. Locate the Notes section.Note: The number of Notes displayed is limited to 10. You can click View All to view all notes for the contact, Whic...

If you are using an integration that requests your "internal form id", you can find it by going to CRM > Contacts and click on the Add a Contact button Choose the form from the drop-down list View ...

You can create custom internal forms to simplify your business processes. Then, you can choose which forms appear in menus such as quick-add and which forms are the default form. Add additional int...

An internal form gives you the ability to submit a form on behalf of an existing contact. Internal forms help automate internal workflows.After finding the contact, scroll down to the Internal Form...

As of August 7, 2025, two-factor authentication (2FA) is required for all Keap users, including partners who manage client accounts. This change enhances security and helps protect access to Keap a...