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Email and CRM

Connect Keap/Infusionsoft to WordPress

Send people from your WordPress site to Keap/Infusionsoft. Choose what adds or updates a contact, then match the details you want to send.

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How it works

Send WordPress contacts to Keap/Infusionsoft

01

Connect your account

Connect Keap/Infusionsoft to Noptin using the details requested in its settings.

02

Choose what happens

Add, update, tag, remove, or unsubscribe a contact when the connection supports it.

03

Choose the details

Add an email address and any other required details. Pick a list, audience, or tag when needed.

Choose where it goes

Keap/Infusionsoft destinations

Tag

Choose the tag in the action settings.

Campaign

Noptin loads the available choices from your connected account.

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

Explore connections

Ways to connect Keap/Infusionsoft with WordPress

Account-specific choices

Which Keap/Infusionsoft fields can you use?

Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.

Automations

Example automations

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 an event is published

  1. When an event is published
  2. Add a contact to a Campaign in Keap/Infusionsoft

Create or update a contact in Keap/Infusionsoft when a user completes a lesson

  1. When a user completes a lesson
  2. Create or update a contact in Keap/Infusionsoft

Create or update a contact in Keap/Infusionsoft when an event is deleted

  1. When an event is deleted
  2. Create or update a contact in Keap/Infusionsoft

Add a contact to a Tag in Keap/Infusionsoft when a specific Forminator form is submitted

  1. When a specific Forminator form is submitted.
  2. Add a contact to a Tag in Keap/Infusionsoft

Add a contact to a Tag in Keap/Infusionsoft when a user completes a lesson

  1. When a user completes a lesson
  2. Add a contact to a Tag in Keap/Infusionsoft

Create or update a contact in Keap/Infusionsoft when a user completes a course

  1. When a user completes a course
  2. Create or update a contact in Keap/Infusionsoft

Add a contact to a Tag in Keap/Infusionsoft when a user gains points

  1. When a user gains points
  2. Add a contact to a Tag in Keap/Infusionsoft

Add a contact to a Campaign in Keap/Infusionsoft when a specific WPForms form is submitted

  1. When a specific WPForms form is submitted.
  2. Add a contact to a Campaign in Keap/Infusionsoft

Add a contact to a Campaign in Keap/Infusionsoft when a specific Happyforms form is submitted

  1. When a specific Happyforms form is submitted.
  2. Add a contact to a Campaign in Keap/Infusionsoft

Start here

Set up Keap/Infusionsoft with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
  3. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with an action from Keap/Infusionsoft, choose what starts it, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Other email and crm connections

ActiveCampaignActivetrailAgile CRMAWeberBirdsendBrevo (Sendinblue)Campaign MonitorConstant ContactConvertKitDripEmailitEmailOctopusGetResponseGistHubSpotiContactKlaviyoMailchimpMailerLiteMailjetMoosendOntraportOrttoPipedriveQuentnSalesflareSendFoxSendgridSendlaneSendPulseSendySmailyVerticalResponseZoho Campaigns

About 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.

Visit the Keap/Infusionsoft website ↗

Ready to use Keap/Infusionsoft with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing