WP Infusionsoft WooCommerce Plugin
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
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.