Connect Keap/Infusionsoft to Easy Digital Downloads

This integration allows you to:-
  • Either add a Keap/Infusionsoft newsletter subscription checkbox to your EDD checkout form...
  • ... or automatically add new EDD customers to Keap/Infusionsoft.

Below are some of the automation rules you can set up:-

Create or update a contact in Keap when an edd order is marked as pending payment

Add a tag to a contact in Keap when an edd order is marked as pending payment

Remove a tag from a contact in Keap when an edd order is marked as pending payment

Delete a contact from Keap when an edd order is marked as pending payment

Create or update a contact in Keap when an easy digital downloads order is paid

Add a tag to a contact in Keap when an easy digital downloads order is paid

Remove a tag from a contact in Keap when an easy digital downloads order is paid

Delete a contact from Keap when an easy digital downloads order is paid

Create or update a contact in Keap when an order is fully or partially refunded

Add a tag to a contact in Keap when an order is fully or partially refunded

Remove a tag from a contact in Keap when an order is fully or partially refunded

Delete a contact from Keap when an order is fully or partially refunded

Create or update a contact in Keap when an edd order fails, is abandoned or revoked

Add a tag to a contact in Keap when an edd order fails, is abandoned or revoked

Remove a tag from a contact in Keap when an edd order fails, is abandoned or revoked

Delete a contact from Keap when an edd order fails, is abandoned or revoked

Create or update a contact in Keap when a certain download is purchased

Add a tag to a contact in Keap when a certain download is purchased

Remove a tag from a contact in Keap when a certain download is purchased

Delete a contact from Keap when a certain download is purchased

Create or update a contact in Keap when a certain download is refunded

Add a tag to a contact in Keap when a certain download is refunded

Remove a tag from a contact in Keap when a certain download is refunded

Delete a contact from Keap when a certain download is refunded

Create or update a contact in Keap when orders are created or updated within a specific time frame

Add a tag to a contact in Keap when orders are created or updated within a specific time frame

Remove a tag from a contact in Keap when orders are created or updated within a specific time frame

Delete a contact from Keap when orders are created or updated within a specific time frame

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
  2. Search for “Noptin” in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.

2. Connect Keap/Infusionsoft

To connect Keap/Infusionsoft:-

  1. First, download the Keap/Infusionsoft addon from your account.
  2. Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
  3. Upload the Keap/Infusionsoft addon you downloaded in the first step then click on the Install Now button.
  4. Wait for WordPress to install the plugin then click on the Activate plugin button.
  5. WordPress will install the Keap/Infusionsoft addon and then redirect you to a settings page where you can connect Noptin to Keap/Infusionsoft.
  6. Finally, map the Noptin custom fields to Keap/Infusionsoft custom fields.
EDD badge

3. Connect Easy Digital Downloads

To do this:-

Click on “Noptin > Settings” to open the Noptin settings page.

Open noptin settings

Next, click on the Integrations tab to open the integrations settings then scroll down to Easy Digital Downloads…

EDD integration settings

… then enable the integration by checking the “Enable integration” checkbox.

enable easy digital downloads integration

You can also connect Keap/Infusionsoft to your favourite WordPress plugins and forms at no extra cost to you.

Click on any integration to learn more.

Ready?

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