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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Where can I get support?
Our team provides free support at https://www.crmperks.com/contact-us/.
WooCommerce Keap/Infusionsoft integration
WooCommerce integration with Keap/Infusionsoft is very easy. Connect Keap/Infusionsoft account, Select Infusionsoft Object(Contact, Company, Order) then map WooCommerce Orders fields to Infusionsoft object fields.
WooCommerce and Keap/Infusionsoft
WooCommerce is a free ecommerce store for wordpress and Keap/Infusionsoft is a popuplar crm, you can integrate your Woocommerce Store and Keap/Infusionsoft account with this free Keap/Infusionsoft WooCommerce Plugin.
Infusionsoft/Keap WooCommerce Plugin
- Go to Woocommerce Settings then select “Infusionsoft” Tab.
- Click “Add new account” then connect your infusionsoft account.
- Go to Infusionsoft feeds, create new feed , select infusionsoft account and Object then map Infusionsoft fields to Woocommerce fields.
- Save feed then open any Woocommerce Order and click “Send to Infusionsoft” button.
- Go to infusionsoft Logs and verify if order was sent to infusionsoft.
Contributors & Developers
“WP Infusionsoft WooCommerce Plugin” is open source software. The following people have contributed to this plugin.Contributors
Translate “WP Infusionsoft WooCommerce Plugin” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
- fixed “fatal error in search”.
- fixed “product fatal error” issue.
- fixed “tags conditions” issue.
- fixed “woo and infusionsoft Order Total missmatch issue”.
- fixed developer app issue.
- fixed product cost issue.
- fixed php8 issues.
- fixed “float as string in mysql” issue.
- fixed variation title issue.
- fixed affiliate Order field.
- fixed user_id issue for Note.
- added Primary Key for Infusionsoft Order.
- added owner_id field.
- fixed “CompanyName” field as primary key in “Company” object.
- append notes to person notes field instead of notes list.
- Initial release.