外掛說明

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

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Our free Keap/Infusionsoft Plugins

螢幕擷圖

Connect Keap/Infusionsoft Account.
Map Keap/Infusionsoft Fields to WooCommerce Order fields.
Keap/Infusionsoft logs.
Send WooCommerce Order to Keap/Infusionsoft.
Get Customer’s email infomation from Full Contact(Premium feature).
Get Customer’s geolocation, browser and OS (Premium feature).

常見問題集

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

WooCommerce Keap/Keap/Infusionsoft integration

WooCommerce integration with Keap/Keap/Infusionsoft is very easy. Connect Keap/Keap/Infusionsoft account, Select Keap/Infusionsoft Object(Contact, Company, Order) then map WooCommerce Orders fields to Keap/Infusionsoft object fields.

WooCommerce and Keap/Keap/Infusionsoft

WooCommerce is a free ecommerce store for wordpress and Keap/Keap/Infusionsoft is a popuplar crm, you can integrate your Woocommerce Store and Keap/Keap/Infusionsoft account with this free Keap/Keap/Infusionsoft WooCommerce Plugin.

Keap/Infusionsoft WooCommerce Plugin

Go to Woocommerce Settings then select “Keap/Infusionsoft” Tab.
Click “Add new account” then connect your infusionsoft account.
Go to Keap/Infusionsoft feeds, create new feed , select infusionsoft account and Object then map Keap/Infusionsoft fields to Woocommerce fields.
Save feed then open any Woocommerce Order and click “Send to Keap/Infusionsoft” button.
Go to infusionsoft Logs and verify if order was sent to infusionsoft.

使用者評論

christinastrataleadership 2024 年 3 月 12 日

Team was extremely helpful in the final setup and configuration of the plugin. Corrected issues with my system that I would never have been able to correct. Bravo!

chijiokeokereke 2023 年 9 月 7 日

The support team for the plugin demonstrates remarkable responsiveness and expertise. Whenever I faced a question or encountered an issue, their assistance and solutions were swiftly provided, ensuring that I could fully leverage the plugin’s features.

batool13 2022 年 6 月 14 日 1 則留言

The plugin is amazing, it has a lot of options which fulfill all our requirements.

theuslaw 2022 年 1 月 14 日

Filters don’t work. The “fix” was worse than the problem. Complete train wreck.

daman007 2021 年 5 月 3 日 1 則留言

Very fast to respond when I had an issue and resolve it. Now purchased multiple plugins from them, and they all work as expected.

shaneleite 2020 年 7 月 15 日

The plugin works perfectly, and support was fantastic for any questions

閱讀全部 8 則使用者評論

參與者及開發者

以下人員參與了開源軟體〈WP Keap/Infusionsoft WooCommerce Plugin〉的開發相關工作。

將〈WP Keap/Infusionsoft WooCommerce Plugin〉外掛本地化為台灣繁體中文版

對開發相關資訊感興趣？

任何人均可瀏覽程式碼、查看 SVN 存放庫，或透過 RSS 訂閱開發記錄。

變更記錄

1.1.8

fixed “tags conditions not saving” issue.

1.1.7

added “phone and product ID” fields.

1.1.6

fixed “htmlentity error when creating product” issue.

1.1.5

fixed company field issue.

1.1.4

fixed tags issue in feed.
fixed “order fee empty” issue.

1.1.3

fixed “undefined order_total” issue.

1.1.2

fixed “fatal error in search”.
fixed “product fatal error” issue.

1.1.1

fixed “tags conditions” issue.

1.1.0

fixed “woo and infusionsoft Order Total missmatch issue”.

1.0.9

fixed developer app issue.

1.0.8

fixed product cost issue.

1.0.7

fixed php8 issues.

1.0.6

fixed “float as string in mysql” issue.

1.0.5

fixed variation title issue.

1.0.4

fixed affiliate Order field.

1.0.3

fixed user_id issue for Note.
added Primary Key for Keap/Infusionsoft Order.

1.0.2

added owner_id field.
fixed “CompanyName” field as primary key in “Company” object.

1.0.1

append notes to person notes field instead of notes list.

1.0.0

Initial release.