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