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Keap (previously Infusionsoft) Field Mappings
Keap (previously Infusionsoft) Field Mappings
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

This article defines how data will be pushed from Quoter to Keap - the new version of Infusionsoft. Learn more about integrating with Keap in this article.

Module Mapping


When creating a Quote in Quoter, you can search for an existing Keap Contact using our Person Search feature or create a new one automatically.

The following Keap Contact fields are searched when using Person Search:

  • First Name

  • Last Name

  • Email Address

  • Work Phone

  • Organization

When a Person is created or edited in Quoter, the customer's contact information will be automatically pushed to your Infusionsoft account under Contact. If a Person with a matching email address already exists in Infusionsoft, changes will not be pushed.


When a Quote is created or edited in Quoter, selected tags will be pushed as Contact Tags. A copy of the Quote PDF will be added to the Contact's Files.

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