SureMembers → Keap/InfusionsoftEvents and actions

Use SureMembers events to automate Keap/Infusionsoft

Choose an event from SureMembers 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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SureMembers

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 is added to an access group

When a user is added to an access group
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.

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (3)

When a user is added to an access group
When a user is removed from an access group
When an access group is published

Do this (7)

Add a user to an access group
Remove a user from an access group
Create or update a contact in Keap/Infusionsoft
Remove a contact from Keap/Infusionsoft
Add a contact to a tag in Keap/Infusionsoft
Remove a contact from a tag in Keap/Infusionsoft
Add a contact to a campaign in Keap/Infusionsoft

View all triggers and actions (11)

Search triggers and actions

Do this (1)

Remove a contact from a campaign in Keap/Infusionsoft

About this connection

How the two tools fit together

SureMembers: A simple yet powerful way to add content restriction to your website.

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 SureMembers 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 SureMembers 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 SureMembers and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
Install and set up SureMembers 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 SureMembers 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 SureMembers and Keap/Infusionsoft?

Build the automation in your WordPress dashboard with Noptin.

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