Connecting Keap (formerly Infusionsoft) via API
Video Tutorial:
Article:
We have two Keap (formerly Infusionsoft) integration options available. A Max Classic option for older Keap (Infusionsoft) users, and a new Keap users option.
Integrating Keap is easy. All you have to do is:
- In the Dashboard, click on Account, and then Integrations.
- Scroll down to Autoresponders. Click Setup over the Keap logo.
If you are a new user go to the Install Keap tab if you are an older user go to the Install Keap (Max Classic) tab, then Click on Connect Your Account. For more information about Keap, click the Overview tab.
- Log in to Keap with your credentials and click Log In.
Once your login has been verified, you’ll be redirected back to Integrations and you'll see a green checkmark underneath the Keap logo.
You can now use Keap in all the forms on your pages. If you wish to revoke your access, you can do so at any time by navigating back to this page, clicking Setup, and clicking the red link.
Setting Up A Form:
When you've connected your Keap account, you'll be able to connect any of your Keap lists to your Convertri pages. This article covers how to set up a form: Forms: Setup and Troubleshooting
NOTE: To use Infusionsoft in your forms, both your campaign and the sequences within it need to be separately published before Convertri can see them. For more information, click here: https://help.infusionsoft.com/userguides/campaigns-and-broadcasts/campaign-builder-in-depth/publish-a-campaign This only applies to Max Classic/Old users.