Create or update a contact in Keap/Infusionsoft when X days since a customer's last order date
X days since a customer's last order date
Create or update a contact in Keap/Infusionsoft
Hizzle Pay → Keap/InfusionsoftEvents and actions
Use Hizzle Pay events to automate Keap/Infusionsoft
Choose an event from Hizzle Pay 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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Hizzle Pay→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 a customer's lifetime value surpasses a certain amount
- When a customer's lifetime value surpasses a certain amount
- Add a contact to a Campaign in Keap/Infusionsoft
Add a contact to a Tag in Keap/Infusionsoft when a Hizzle Pay subscription status is set to active
- When a Hizzle Pay subscription status is set to active
- 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
Hizzle Pay events
Payments
10 events
View events
- When a Hizzle Pay payment is created
- When a Hizzle Pay checkout payment is about to be saved
- When a Hizzle Pay payment status is set to completed
- When a Hizzle Pay payment status is set to refunded
- When a Hizzle Pay payment is about to be deleted
- When a Hizzle Pay payment status is set to pending
- When a Hizzle Pay payment status is set to processing
- When a Hizzle Pay payment status is set to on-hold
- When a Hizzle Pay payment status is set to cancelled
- When a Hizzle Pay payment status is set to failed
Customers
4 events
View events
- When a Hizzle Pay customer is created
- When a customer's lifetime value surpasses a certain amount
- When a customer has made a certain number of orders
- X days since a customer's last order date
Subscriptions
10 events
View events
- When a Hizzle Pay subscription is created
- When a Hizzle Pay subscription status is set to pending
- When a Hizzle Pay subscription status is set to trialing
- When a Hizzle Pay subscription status is set to active
- When a Hizzle Pay subscription status is set to cancelled
- When a Hizzle Pay subscription status is set to paused
- When a Hizzle Pay subscription status is set to expired
- When a Hizzle Pay subscription status is set to past due
- When a Hizzle Pay subscription status is set to unpaid
- When a Hizzle Pay subscription status is set to failed
About this connection
How the two tools fit together
Hizzle Pay: Send bulk emails to your HizzleWP customers or customers who purchased a specific product.
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 Hizzle Pay 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 Hizzle Pay 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 Hizzle Pay and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Hizzle Pay 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 Hizzle Pay 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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