WP Keap/Infusionsoft WooCommerce Plugin
Easily create contact, company, Order in Keap/Infusionsoft when an order is placed via WooCommerce. Learn more at crmperks.com
Keap/Infusionsoft WooCommerce Plugin Setup
- Go to WooCommerce -> Settings -> Keap/Infusionsoft tab then add new account. View ScreenShots for Connecting Keap/Infusionsoft.
- Go to WooCommerce -> Keap/Infusionsoft Feeds tab then create new feed. View ScreenShots for Creating feeds
- Map required Keap/Infusionsoft fields to WooCommerce Order fields.
- Send your test entry to Keap/Infusionsoft.
- Go to WooCommerce -> Keap/Infusionsoft Logs and verify, if entry was sent to Keap/Infusionsoft.
Connect Keap/Infusionsoft Account
Connect Keap/Infusionsoft Account to WooCommerce by simply oauth 2.0 authentication. Also you can connect multiple Keap/Infusionsoft-keap accounts.
Fields Mapping
Simply Select Keap/Infusionsoft Object then map WooCommerce Order fields to Keap/Infusionsoft Object(Contact, Comapny etc) fields.
Export Event
Choose event, when WooCommerce Order data should be sent to Keap/Infusionsoft. For example , send WooCommerce Order to Keap/Infusionsoft when Order status changes to “Complete”.
CRM Logs
Plugin saves detailed log of each WooCommerce Order whether sent or not sent to Keap/Infusionsoft and easily resend any Order to Keap/Infusionsoft.
Keap/Infusionsoft Primary Key
Instead of creating new Object(Contact, Company etc) in infusionsoft/Keap, you can update old object by setting Primary Key field.
Error Reporting
If there is an error while sending data to Keap/Infusionsoft, an email containing the error details will be sent to the specified email address.
Filter orders
By default all Woocommerce orders are sent to Keap/Infusionsoft, but you can apply filters and setup rules to limit the orders sent to Keap/Infusionsoft. For example sending Orders from specific city to Keap/Infusionsoft.
Send Data As Notes
Send one to many WooCommerce Order fields data as Contact Note in infusionsoft/Keap.
Premium Version.
Following features are available in Premium version only.Keap/Infusionsoft WooCommerce Plugin Pro
- Send WooCommerce Orders to Keap/Infusionsoft Orders.
- Send WooCommerce Users to Keap/Infusionsoft.
- Keap/Infusionsoft Custom fields.
- Assign Tags to Contacts based on different conditions.
- Keap/Infusionsoft Phone Number fields.
- Assign Lead Source to Contact in Keap/Infusionsoft.
- Affiliates tracking in Keap/Infusionsoft.
- Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
- Lookup lead’s email and phone number using popular email and phone lookup services.
Premium Addons
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