MemberPress → Keap/InfusionsoftEvents and actions

Use MemberPress events to automate Keap/Infusionsoft

Choose an event from MemberPress 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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MemberPress

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 user purchases a membership

When a user purchases a membership
Create or update a contact in Keap/Infusionsoft

Use the member's email address for the contact. Choose the destination and provide any other required fields 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

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

MemberPress events and actions

Memberships

1 event · 2 actions

View events and actions

Events

When a user purchases a membership

Actions

Add a user to a membership level
Remove a user from a membership level

Subscriptions

4 events

View events

When a MemberPress subscription is active
When a MemberPress subscription is cancelled
When a MemberPress subscription is paused
When a MemberPress subscription is pending

About this connection

How the two tools fit together

MemberPress: The membership plugin that makes it easy to accept payments for access to your content and digital products.

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 MemberPress 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 MemberPress 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 MemberPress and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
Install and set up MemberPress on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from MemberPress 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.

Ready to connect MemberPress and Keap/Infusionsoft?

Build the automation in your WordPress dashboard with Noptin.

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