Add a contact to a Campaign in Keap/Infusionsoft when a customer or agent replies to a Fluent Support ticket
When a customer or agent replies to a Fluent Support ticket.
Add a contact to a Campaign in Keap/Infusionsoft
Fluent Support → Keap/InfusionsoftEvents and actions
Use Fluent Support events to automate Keap/Infusionsoft
Choose an event from Fluent Support 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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Fluent Support→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.
Create or update a contact in Keap/Infusionsoft when a new Fluent Support ticket is opened
- When a new Fluent Support ticket is opened.
- Create or update a contact in Keap/Infusionsoft
Add a contact to a Tag in Keap/Infusionsoft when a closed Fluent Support ticket is reopened
- When a closed Fluent Support ticket is reopened.
- 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
Fluent Support events and actions
Fluent Support
4 events · 4 actions
View events and actions
Events
- When a new Fluent Support ticket is opened.
- When a Fluent Support ticket is closed.
- When a closed Fluent Support ticket is reopened.
- When a customer or agent replies to a Fluent Support ticket.
Actions
- Create a Fluent Support ticket, finding or creating the customer by email.
- Close an existing Fluent Support ticket.
- Reopen an existing Fluent Support ticket.
- Reply to an existing Fluent Support ticket as a support agent.
About this connection
How the two tools fit together
Fluent Support: Add a newsletter subscription checkbox to your Fluent support form or automatically add new support submissions to your newsletter or CRM.
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 Fluent Support 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 Fluent Support 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 Fluent Support and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Fluent Support 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 Fluent Support 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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