GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Keap, formerly called Infusionsoft now has two products available: Infusionsoft (by Keap) and their newest solution called Keap. In this article we discuss the latter.
Keap is a simplified version of Infusionsoft by Keap, which we also support.
Below you'll find detailed information, specifically for Keap integrations:
Supported Keap Integrations
To authorize Keap, you simply need you to log in and allow access.
If you already authorized Keap account(s) in the past, you can choose an existing account. Or add a new account.
Choose your contact type
Distinguish between Companies and Contacts before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- CONTACT OWNER
- LEAD SOURCE
- FIELD VALUES (INCLUDING CUSTOM FIELDS) [contains/does not contain/has any value/equals/does not equal/...]
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADD/REMOVE TAGS
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Keap fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can and should map any additional standard & custom fields that aren't included in the default mapping yet. Bear in mind that mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Keap, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Keap. You will be able to review this segment first before deleting or taking any other action in Keap too.
In connections with Marketing Tools (e.g. such as MailChimp), you are able to sync unsubscribes one-way. When a contact unsubscribes in e.g. MailChimp, we add the tag 'PieSync Unsubscribes' in Woodpecker. You will be able to review this segment first before e.g. deleting or taking action in Woodpecker.
Set email addresses to Unconfirmed (only available with Infusionsoft by Keap)
Each email address stored in Infusionsoft (by Keap) is assigned a status. More in-depth information can be found here. The unconfirmed email status indicates that you have permission to send marketing messages to the email address.
This feature is not available with Keap, but only available with Infusionsoft (by Keap).
The availability of additional options in our sync is app and connection dependent. If the box (screenshot above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create a new segment 'PieSync Trash' on the other side.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!