Keap Integration

Send Submission Data to the CRM Infusionsoft by Keap

Adrian avatar
Written by Adrian
Updated over a week ago

Available on

❌ Free

❌ Basic

✅ Pro

✅ Business

You can add participants automatically as your Keap contacts and populate the contact custom fields using the native Keap integration.

If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

Connecting the Integration

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Keap's card.

If you're not currently logged into your Keap account, you'll be prompted to do so. Once you're logged in, you will be asked to allow access for involve.me to connect to Keap.

After granting access, you'll be able to see the name and email address of the Keap account that you're using.

Data Mapping for the Keap Integration

The integration will send email and default personal data fields automatically.
For your list to accept more data, please add "Custom fields for Contacts" on Keap accordingly beforehand.

Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.

Default Fields That Are Already Predefined by Keap

  • Email

  • First name

  • Last name

  • Job title

  • Full birthday with year

  • Phone

  • Mobile phone

  • Street

  • Zip

  • City

  • Facebook

  • Twitter

  • Linkedin

  • Fax

  • Website

Default Custom Fields That Need to Be Created Beforehand

If you want to receive data for the below fields, then you'll need to create them in Keap exactly as shown in the column "Keap Fields".

involve.me Fields

Keap Fields

Type

Outcome

outcome

Text

Project

involveme_project

Text

Title

title

Text

Gender

gender

Text

Organization name

company

Text

Country Code

country_code

Text

State

state

Text

Country

country

Text

Correctly answered questions

correct

Number

Score

score

Number

Outcome points

outcome_points

Number

Calculator result*

calculator

Number

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Number

Instagram

instagram

Text or Website

Embed URL

embed_url

Text or Website

Remote id

remote_id

Text

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Data From Question Elements

Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Tags

involve.me submissions can not only create custom fields but also assign tags in Keap automatically.

In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:

  • Outcomes

  • Project name

  • Answers from questions

  • When an opt-in checkbox was ticked

Tags will allow you to trigger different actions in your Keap account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.

Good to Know

  • Make sure you choose the right field names & types for your integration.

  • When the same email is sent again it will update the existing contact with the new data.

  • If you have configured a Keap integration on a project and you duplicate said project, your integration settings will duplicate as well.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing Your Integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact our support team.

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