Connect Keap/Infusionsoft to Paid Memberships Pro

This integration allows you to:-
  • Automatically add new members to Keap/Infusionsoft.
  • Automatically update the data in Keap/Infusionsoft whenever a member's plan changes or is canceled.
  • Tag or untag contacts depending on their membership plan.

Below are some of the automation rules you can set up:-

Create or update a contact in Keap when a user's membership level changes

Add a tag to a contact in Keap when a user's membership level changes

Remove a tag from a contact in Keap when a user's membership level changes

Delete a contact from Keap when a user's membership level changes

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

  1. Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
  2. Search for “Noptin” in the search box then click on the install button next to the first result.
  3. After WordPress installs Noptin, click on the Activate button to activate the plugin.

2. Connect Keap/Infusionsoft

To connect Keap/Infusionsoft:-

  1. First, download the Keap/Infusionsoft addon from your account.
  2. Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
  3. Upload the Keap/Infusionsoft addon you downloaded in the first step then click on the Install Now button.
  4. Wait for WordPress to install the plugin then click on the Activate plugin button.
  5. WordPress will install the Keap/Infusionsoft addon and then redirect you to a settings page where you can connect Noptin to Keap/Infusionsoft.
  6. Finally, map the Noptin custom fields to Keap/Infusionsoft custom fields.
Paid Memberships PRO badge

3. Connect Paid Memberships Pro

You can connect to Paid Memberships Pro via automation rules.

To do this:-

First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.

Noptin create new automation rule

Next, set the trigger to “After Change Membership Level (PMPro)” and then select the appropriate action.

create a paid memberships pro rule

Finally, set any relevant conditional logic and save the automation rule after you’re done.

edit a paid memberships pro rule

You can also connect Keap/Infusionsoft to your favourite WordPress plugins and forms at no extra cost to you.

Click on any integration to learn more.


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