> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/email-service-providers/infusionsoft-keap.md).

# Infusionsoft/Keap

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FQG1sJ8zpPzQ4OYYULOT5%2Fimage.png?alt=media&amp;token=d011e9f7-9d9d-49a9-8c5c-d9bdefb68730" alt=""><figcaption></figcaption></figure>

**SETUP Plugins on CRM**

**STEP 1**

Go to Admin->Plugins->Email Service Providers

**STEP 2**

Scroll down to **Infusionsoft/Keap**

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FGvBIpQFx1orxhXvOjE6w%2Fimage.png?alt=media&amp;token=4394c241-3005-451b-8859-833041184c87" alt=""><figcaption></figcaption></figure>

**STEP 3**

Click the green **Activate** button to activate **Keap**

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F2Cf3EuwVVL3qfhoKJMws%2Fimage.png?alt=media&amp;token=e3118cf7-f69c-4702-814e-3a530e3c50b0" alt=""><figcaption></figcaption></figure>

**STEP 4**

Click the green Connect button. Do not enter the tokens.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FXg8sLOuKLJfzMw2m7OeO%2Fimage.png?alt=media&amp;token=af84e7ef-ff37-4441-8d76-d2a9f1eb4f1a" alt=""><figcaption></figcaption></figure>

**STEP 5**

Edit the plugin. Click the link to authorize CheckoutChamp to access your Infusionsoft/Keap account

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FTQBJ54etgFUX9fQuY3ib%2Fimage.png?alt=media&amp;token=a2f2903d-a813-4efa-8cdb-c2ea8e387c13" alt=""><figcaption></figcaption></figure>

**STEP 6**

Login to Keap

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F8OvMlbuq0NaFUT4opoQU%2Fimage.png?alt=media&amp;token=1142847b-4fa5-4691-a041-eba8c4994416" alt=""><figcaption></figcaption></figure>

**STEP 7**

Click the blue Allow button

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FkkJDh0pUKVnJNtBIo7jk%2Fimage.png?alt=media&amp;token=3d6ac96e-2764-4ba6-bca0-81b94b5dee5e" alt=""><figcaption></figcaption></figure>

**STEP 8**

If success, you will see the result below

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FcJvE8TE1QlKCMAA61vqo%2Fimage.png?alt=media&amp;token=06984163-162f-4ddb-9a0d-5be4a4d27f4f" alt=""><figcaption></figcaption></figure>

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.**

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FheJwkvLyjfRyxpfM4x0K%2Fimage.png?alt=media&amp;token=36e24a76-4f70-4a5e-974f-14ea573bd5b9" alt=""><figcaption></figcaption></figure>

**SETUP Campaigns on Keap**

**STEP 1**

Login to Keap. Create a campaign

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F3L6CoWHwsjmJa1W5VpVc%2Fimage.png?alt=media&amp;token=c4167f2a-3771-42ba-a395-befe6b658ad3" alt=""><figcaption></figcaption></figure>

**STEP 2**

Create a sequence

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FPN6HNtiN1CWwwwk1lDBD%2Fimage.png?alt=media&amp;token=9485c8bd-6b6b-4331-86d5-13ef8d217553" alt=""><figcaption></figcaption></figure>

**STEP 3**

Create an opportunity

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FpEgflPzn74YNY2sWXLS7%2Fimage.png?alt=media&amp;token=30ed607f-9f50-42af-ac55-2544e677bba8" alt=""><figcaption></figcaption></figure>

**STEP 4**

Connect the sequence to the opportunity

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FRMeaAB4z0zHWoAmZQ5kK%2Fimage.png?alt=media&amp;token=13ad39e0-f11a-4269-8407-44f2e69980b5" alt=""><figcaption></figcaption></figure>

**STEP 5**

Create API goal and set Integration = **ks748** and Call Name = **APICall**

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FzkTubSq5vyYo61R21fKI%2Fimage.png?alt=media&amp;token=bed5f918-6fe4-4fbc-bb64-5fb465a14cc1" alt=""><figcaption></figcaption></figure>

**STEP 6**

Connect the API goal to the Sequence

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FwIKZoN3WgPgfJ38q6Q1D%2Fimage.png?alt=media&amp;token=9b8cb6cc-b96b-42b4-9f0e-2351ca3df766" alt=""><figcaption></figcaption></figure>

**STEP 7**

Publish the campaign

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2Fe6WtDnKoIqZitDG1PEDr%2Fimage.png?alt=media&amp;token=def296bb-3bb6-4c17-bf15-687b3ee508b6" alt=""><figcaption></figcaption></figure>
