If you are moving your business from Keap to GoHighLevel - or really anywhere - FuseDesk is there to support you along the way. Much of the deep integration you love between FuseDesk and Keap also works with GoHighLevel! When you're ready to make the switch over in FuseDesk: Head to Settings and then App Keep Reading...
You can easily log directly into FuseDesk using Keap! Even better, if you're already logged into Keap, you don't have to enter your username and password. Simply confirm the Keap app that you're using and you'll be logged right into FuseDesk. From the login page - if your app is connected to Keap - click Keep Reading...
Keap has Sunset Legacy API Keys In 2024, Keap sunset their "Legacy API Keys" and FuseDesk has since moved to Keap's oAuth API. You no longer need to use a Keap App Name or Encrypted API Key to connect FuseDesk to Keap. This page is online for historical purposes and is no longer relevant. If Keep Reading...
To view a contact's payments in FuseDesk, click to open up their contact editor and click on the Payments tab up top. The Payments tab will show you all recent payments from your CRM right in FuseDesk enabling your team to see the latest transactions for your customers. Click on an individual payment to open Keep Reading...
To view a contact's recent orders in FuseDesk, click to open up their contact editor and click on the Orders tab up top. The Orders tab will show you recent order data from your CRM right in FuseDesk empowering your team to see what's been recently ordered. Click on an individual order to open the Keep Reading...
To view a contact's invoices in FuseDesk, click to open up their contact editor and click on the Invoices tab up top. The Invoices tab will show you all recent invoices from your CRM right in FuseDesk empowering your team to see what invoices a contact has and if there are any balances past due. Keep Reading...
To view a contact's subscriptions in FuseDesk, click to open up their contact editor and click on the Subscriptions tab up top. The Subscriptions tab will show you all subscriptions from your CRM right in FuseDesk empowering your team to see what subscriptions a contact has, both active and inactive. Click on an individual subscription Keep Reading...
If your FuseDesk app is connected to Keap (fka Infusionsoft) as your CRM, you have the option of logging into FuseDesk using your KeapID (fka InfusionsoftID) and Keap password. This lets you log into FuseDesk using the same username and password as your Keap account. If you are not able to login it may be because: Keep Reading...
If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, Keep Reading...
Infusionsoft by Keap users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Infusionsoft by Keap during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Infusionsoft by Keap after Onboarding If you have already completed your Keep Reading...
