Add a contact to a Campaign in Keap/Infusionsoft when a listing is published
When a listing is published
Add a contact to a Campaign in Keap/Infusionsoft
GeoDirectory → Keap/InfusionsoftEvents and actions
Use GeoDirectory events to automate Keap/Infusionsoft
Choose an event from GeoDirectory 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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GeoDirectory→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 Tag in Keap/Infusionsoft when a listing is saved
- When a listing is saved
- Add a contact to a Tag in Keap/Infusionsoft
Create or update a contact in Keap/Infusionsoft when a listing is published
- When a listing is published
- Create or update a contact 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
GeoDirectory events and actions
Listings
6 events · 2 actions
View events and actions
Events
- When a listing is saved
- When a listing is published
- When a listing is downgraded
- When a listing expires
- When a listing is unpublished
- When a listing is deleted
Actions
- Create or update a listing
- Delete a listing
About this connection
How the two tools fit together
GeoDirectory: Business Directory Plugin for WordPress.
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 GeoDirectory 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 GeoDirectory 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 Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up GeoDirectory on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from GeoDirectory 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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