Create or update a contact in Keap/Infusionsoft when a booking is added
When a booking is added
Create or update a contact in Keap/Infusionsoft
Events Manager → Keap/InfusionsoftEvents and actions
Use Events Manager events to automate Keap/Infusionsoft
Choose an event from Events Manager to start an automation, then choose from the Keap/Infusionsoft actions listed below. The action settings show what information you need to provide.
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Events Manager→Keap/Infusionsoft
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a Campaign in Keap/Infusionsoft when an event is published
- When an event is published
- Add a contact to a Campaign in Keap/Infusionsoft
Add a contact to a Tag in Keap/Infusionsoft when a location is unpublished
- When a location is unpublished
- Add a contact to a Tag in Keap/Infusionsoft
Available in Noptin
Keap/Infusionsoft actions
Contacts
2 actions
View actions
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
Tags
2 actions
View actions
- Add a contact to a Tag in Keap/Infusionsoft
- Remove a contact from a Tag in Keap/Infusionsoft
Campaigns
2 actions
View actions
- Add a contact to a Campaign in Keap/Infusionsoft
- Remove a contact from a Campaign in Keap/Infusionsoft
Available in Noptin
Events Manager events
Events
3 events
View events
- When an event is published
- When an event is unpublished
- When an event is deleted
Locations
3 events
View events
- When a location is published
- When a location is unpublished
- When a location is deleted
Bookings
4 events
View events
- When a booking is added
- When a booking is deleted
- When a booking status changes
- When a booking RSVP status changes
About this connection
How the two tools fit together
Events Manager: Events Manager is an event registration and booking plugin for WordPress with recurring events, locations, tickets, and attendee management.
Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.
What information can you send?
Connect Keap/Infusionsoft, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Events Manager event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.
Start here
Set up Events Manager and Keap/Infusionsoft with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Events Manager and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Events Manager on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from Events Manager to start the automation.
- Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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