> 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="/files/fd7OiICyVRDQP5omAtSW" 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="/files/CxFnUDN4P2Wh8gFh70Kj" alt=""><figcaption></figcaption></figure>

**STEP 3**

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

<figure><img src="/files/RLmkO4GxPXKTbBnzPJOG" alt=""><figcaption></figcaption></figure>

**STEP 4**

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

<figure><img src="/files/IQUpygXwkBDBwRvfz47Q" alt=""><figcaption></figcaption></figure>

**STEP 5**

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

<figure><img src="/files/ry6YhROWGdofpq4OO5FR" alt=""><figcaption></figcaption></figure>

**STEP 6**

Login to Keap

<figure><img src="/files/CvaAfxuZgitczRfI1VfH" alt=""><figcaption></figcaption></figure>

**STEP 7**

Click the blue Allow button

<figure><img src="/files/PEuW1bPonMNh7C6sbcxi" alt=""><figcaption></figcaption></figure>

**STEP 8**

If success, you will see the result below

<figure><img src="/files/hkpkt9P9OwqOFwrRQl0W" 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="/files/5zbDdJGRuaHNRhOOH149" alt=""><figcaption></figcaption></figure>

**SETUP Campaigns on Keap**

**STEP 1**

Login to Keap. Create a campaign

<figure><img src="/files/un7FFNJvLKEBaxbJtnST" alt=""><figcaption></figcaption></figure>

**STEP 2**

Create a sequence

<figure><img src="/files/gA19qXnxBvC2dwoxt2kS" alt=""><figcaption></figcaption></figure>

**STEP 3**

Create an opportunity

<figure><img src="/files/qc91BtuiHQ6Mk4KprWzR" alt=""><figcaption></figcaption></figure>

**STEP 4**

Connect the sequence to the opportunity

<figure><img src="/files/yJMUz618CuDs6gfPk4RV" alt=""><figcaption></figcaption></figure>

**STEP 5**

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

<figure><img src="/files/ghuiyA4tkNHQQgEuXjT2" alt=""><figcaption></figcaption></figure>

**STEP 6**

Connect the API goal to the Sequence

<figure><img src="/files/0fQinStRjyt2MhveFrvy" alt=""><figcaption></figcaption></figure>

**STEP 7**

Publish the campaign

<figure><img src="/files/yyXkvH99GQgoIhr1FSj9" alt=""><figcaption></figcaption></figure>
