Integrating with Keap (previously Infusionsoft))

Use this article as a guide when integrating your account with Keap - the new version of Infusionsoft.

 

At any time, you can come back to the Integrations page (Settings Integrations) to make changes to the integration.

 

The field mappings are set up automatically when you follow the instructions below. For more information, take a look at this article.
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Integration Overview

  • When creating a Quote in Quoter, you can search for an existing Keap Contact or create a new one automatically.

  • When a Person is created or edited in Quoter, the customer's contact information will be automatically pushed to your Keap account under Contact. If a Person with a matching email address already exists in Keap, 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.

Setup Instructions

1. Navigate to Settings Integrations to select Infusionsoft (blue) under CRM (we will be updating this to Keap shortly):

 

Note that the green Infusionsoft is the older version of Infusionsoft.
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2. Click Connect to Infusionsoft to begin the setup process:

 

3. You'll be redirected to Keap to grant access to Quoter and choose the appropriate Keap instance:

 

4. Fill out the Integration Settings as per your specific workflows and click Save Settings to complete the setup process: