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