Keap, formerly called Infusionsoft now has two products available: Infusionsoft (by Keap) and their newest solution called Keap. In this article we discuss the latter.
Below you'll find detailed information, specifically for Keap integrations:
Supported Keap Integrations
To authorize Keap, you simply need you to log in and allow access.
If you already authorized Keap account(s) in the past, you can choose an existing account. Or add a new account.
Choose your contact type
Distinguish between Companies and Contacts before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- CONTACT OWNER
- LEAD SOURCE
- FIELD VALUES (INCLUDING CUSTOM FIELDS) [contains/does not contain/has any value/equals/does not equal/...]
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD/REMOVE TAGS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Keap fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can and should map any additional standard & custom fields that aren't included in the default mapping yet. Bear in mind that mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Keap, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Keap. You will be able to review this segment first before deleting or taking any other action in Keap too.
In connections with Marketing Tools (e.g. such as MailChimp), you are able to sync unsubscribes one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Woodpecker. You will be able to review this segment first before e.g. deleting or taking action in Woodpecker.
Set email addresses to Unconfirmed (only available with Infusionsoft by Keap)
Each email address stored in Infusionsoft (by Keap) is assigned a status. More in-depth information can be found here. The unconfirmed email status indicates that you have permission to send marketing messages to the email address.