WP Infusionsoft WooCommerce Plugin

WP Infusionsoft WooCommerce Plugin | CRM Perks

Description

Easily create contact, company, Order in Infusionsoft when an order is placed via WooCommerce. Learn more at crmperks.com

Infusionsoft WooCommerce Plugin Setup

  • Go to WooCommerce -> Settings -> Infusionsoft tab then add new account. View ScreenShots for Connecting Infusionsoft.
  • Go to WooCommerce -> Infusionsoft Feeds tab then create new feed. View ScreenShots for Creating feeds
  • Map required Infusionsoft fields to WooCommerce Order fields.
  • Send your test entry to Infusionsoft.
  • Go to WooCommerce -> Infusionsoft Logs and verify, if entry was sent to Infusionsoft.

Connect Infusionsoft/Keap Account

Connect Infusionsoft Account to WooCommerce by simply oauth 2.0 authentication. Also you can connect multiple Infusionsoft-keap accounts.

Fields Mapping

Simply Select Infusionsoft/Keap Object then map WooCommerce Order fields to Infusionsoft/Keap Object(Contact, Comapny etc) fields.

Export Event

Choose event, when WooCommerce Order data should be sent to Infusionsoft/Keap. For example , send WooCommerce Order to Infusionsoft/Keap when Order status changes to “Complete”.

CRM Logs

Plugin saves detailed log of each WooCommerce Order whether sent or not sent to Infusionsoft/Keap and easily resend any Order to Infusionsoft/Keap.

Infusionsoft Primary Key

Instead of creating new Object(Contact, Company etc) in infusionsoft/Keap, you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending data to Infusionsoft/Keap, an email containing the error details will be sent to the specified email address.

Filter orders

By default all Woocommerce orders are sent to Infusionsoft/Keap, but you can apply filters and setup rules to limit the orders sent to Infusionsoft/Keap. For example sending Orders from specific city to Infusionsoft/Keap.

Send Data As Notes

Send one to many WooCommerce Order fields data as Contact Note in infusionsoft/Keap.

Premium Version.

Following features are available in Premium version only.Infusionsoft WooCommerce Plugin Pro

  • Send WooCommerce Orders to Infusionsoft/Keap Orders.
  • Infusionsoft Custom fields.
  • Assign Tags to Contacts based on different conditions.
  • Infusionsoft/Keap Phone Number fields.
  • Assign Lead Source to Contact in Infusionsoft/Keap.
  • Affiliates tracking in Infusionsoft/Keap.
  • Track Google Analytics Parameters and Geolocation of a WooCommerce customer.
  • Lookup lead’s email and phone number using popular email and phone lookup services.

Premium Addons

We have 20+ premium addons and new ones being added regularly, it’s likely we have everything you’ll ever need.View All Add-ons

Want to send data to other crm

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Our free Infusionsoft/Keap Plugins

Maybe because the installation process is relatively simple, the official website does not write a detailed installation process for the time being. If you encounter problems installing this plugin, you can solve it through search engines or comment below, I will try to help you solve it

Plugin author

CRM Perks

Plugin official website address

https://wordpress.org/plugins/wp-infusionsoft-woocommerce/
If you encounter problems in using the WP Infusionsoft WooCommerce Plugin plugin, you can comment below, and I will try my best to help you solve the problem

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