Keap (Infusionsoft) integration

What it does

Keap powers email and CRM for many small and mid-sized info-product businesses. EF connects via OAuth and pushes contacts, tags, and custom fields. Keap campaigns and follow-up sequences run on EF data with no Zapier middleware.

Goals and tags can fire on form submission, optin, sale, refund, or quiz completion. Custom field mapping carries traffic source, click ID, and quiz answers to Keap for segmentation.

What you get

• Contact create and update via OAuth 2.0
• Tag add and remove
• Custom field read and write
• Campaign goal trigger from EF events
• Order push for revenue reporting in Keap
• List membership management
• Note creation for support context
• Backend script access to Keap REST API

Setup

1. Connect Keap via OAuth: in EF Settings → Integrations → Email & CRM → Keap, click Connect and authorize.
2. Map EF fields to Keap custom fields. EF maps email, name, and phone by default.
3. Pick the events you want to forward and which Keap goals or tags they should trigger.
4. Test by submitting a form and confirming the contact and tag arrive in Keap.