Infusionsoft/Keap
SETUP Plugins on CRM
STEP 1
Go to Admin->Plugins->Email Service Providers
STEP 2
Scroll down to Infusionsoft/Keap
STEP 3
Click the green Activate button to activate Keap
STEP 4
Click the green Connect button. Do not enter the tokens.
STEP 5
Edit the plugin. Click the link to authorize CheckoutChamp to access your Infusionsoft/Keap account
STEP 6
Login to Keap
STEP 7
Click the blue Allow button
STEP 8
If success, you will see the result below
Refresh the page to see access_token and refresh_token on the Advanced Setup page. Do not change the tokens on this page.
Note: When the access token expires, a new access token needs to be requested with the refresh token. When you see the information below, please try again.
SETUP Campaigns on Keap
STEP 1
Login to Keap. Create a campaign
STEP 2
Create a sequence
STEP 3
Create an opportunity
STEP 4
Connect the sequence to the opportunity
STEP 5
Create API goal and set Integration = ks748 and Call Name = APICall
STEP 6
Connect the API goal to the Sequence
STEP 7
Publish the campaign
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