Infusionsoft/Keap Integration Guide

Infusionsoft/Keap Integration Guide

Overview

This guide covers the complete integration between LeadConduit and Infusionsoft (now Keap), enabling automated contact creation, updates, and campaign management directly from your lead flows.

What You'll Learn

Prerequisites

Before setting up the integration, ensure you have:

1. Infusionsoft/Keap Account: Active subscription with API access
2. LeadConduit Account: Access to create and modify flows
3. API Permissions: Administrator access in Infusionsoft/Keap

Setting Up the Integration

Step 1: Add Infusionsoft as a Recipient

1. Navigate to your LeadConduit flow
2. Click Add Recipient in the Steps section
3. Select Infusionsoft from the integration list

Step 2: Authenticate Your Account

The integration uses OAuth for secure authentication:

1. Click Connect Account in the integration settings
2. You'll be redirected to Infusionsoft's login page
3. Enter your credentials and authorize LeadConduit
4. Upon successful authentication, you'll return to LeadConduit

Step 3: Configure Basic Settings

After authentication, configure the integration basics:

Integration Settings:
  Action: Create Contact
  Duplicate Handling: Update Existing
  Error Behavior: Continue Flow

Field Mapping

Automatically Mapped Fields

LeadConduit automatically maps these standard fields:

Custom Field Mapping

To map additional fields:

1. Click Edit Field Mappings
2. Add custom mappings:

// Example custom mapping
{
  "lead_source": "{{lead.source}}",
  "custom_score": "{{lead.quality_score}}",
  "utm_campaign": "{{lead.utm_campaign}}"
}

Advanced Field Options

Configure these optional fields for enhanced functionality:

Address Type: BILLING  # or SHIPPING
Contact Type: Lead     # or Customer, Prospect
Preferred Locale: en_US
Source Type: API

Lead Source ID: 123    # From Infusionsoft
Owner ID: 456         # User ID for assignment
Tag IDs: [789, 1011]  # Apply tags on creation

Tag Management

Applying Tags

Tags help categorize and trigger automation in Infusionsoft:

// In field mappings
{
  "tag_ids": [
    100,  // "New Lead" tag
    101,  // "Website Inquiry" tag
    102   // Campaign-specific tag
  ]
}

Dynamic Tag Assignment

Use LeadConduit's conditional logic for dynamic tagging:

// Example: Tag based on lead score
{
  "tag_ids": "{{#if lead.score >= 80}}103{{/if}}"
}

Campaign Management

Triggering Campaign Sequences

Automatically add contacts to campaign sequences:

Campaign Settings:
  Campaign ID: 45
  Sequence: 1
  Start Immediately: true

Multi-Campaign Assignment

For complex workflows, assign to multiple campaigns:

{
  "campaigns": [
    {"id": 45, "sequence": 1},
    {"id": 47, "sequence": 3}
  ]
}

Error Handling

Common Integration Errors

Implementing Error Filters

Add a filter after the Infusionsoft step to handle failures:

Filter Configuration:
  Name: Handle Infusionsoft Errors
  Rules:
    - When: infusionsoft.outcome != "success"
      Then: Stop Processing
  Send to: Error Handler Flow

Response Handling

Available Response Fields

After delivery, these fields are available:

{
  "infusionsoft.outcome": "success",
  "infusionsoft.contact_id": "12345",
  "infusionsoft.reason": null,
  "infusionsoft.duplicate": false
}

Using Response Data

Leverage response data for conditional logic:

// Example: Different actions for new vs. existing contacts
{{#if infusionsoft.duplicate}}
  // Send "Welcome Back" email
{{else}}
  // Send "New Customer Welcome" sequence
{{/if}}

Best Practices

1. Data Validation

Always validate data before sending:

Validation Rules:
  - Email: Valid format required
  - Phone: Standardize to E.164 format
  - State: Use 2-letter codes
  - Date fields: YYYY-MM-DD format

2. Rate Limiting

Infusionsoft enforces API rate limits:

• Standard: 10 requests/second
• Burst: 20 requests/second (short duration)

Implement throttling:

// LeadConduit automatically handles rate limiting
// But for high-volume flows, consider:
{
  "delivery_delay": 100,  // milliseconds
  "retry_attempts": 3,
  "backoff_multiplier": 2
}

3. Lead Source Attribution

Always track lead sources for ROI analysis:

{
  "lead_source_id": "{{#source_lookup lead.source_name}}",
  "referring_page": "{{lead.referring_url}}",
  "utm_params": {
    "campaign": "{{lead.utm_campaign}}",
    "source": "{{lead.utm_source}}",
    "medium": "{{lead.utm_medium}}"
  }
}

Testing Your Integration

Step 1: Test Authentication

Use the integration's test feature:

1. Click Test Connection
2. Verify successful authentication
3. Check available custom fields

Step 2: Send Test Lead

Create a test lead with all required fields:

{
  "first_name": "Test",
  "last_name": "Lead",
  "email": "test@example.com",
  "phone_1": "555-0123",
  "city": "Austin",
  "state": "TX"
}

Step 3: Verify in Infusionsoft

1. Log into Infusionsoft/Keap
2. Search for the test contact
3. Verify all fields mapped correctly
4. Check tags and campaign assignments

Advanced Integration Patterns

Pattern 1: Lead Scoring Integration

Sync lead scores between systems:

{
  "custom_fields": {
    "LeadScore": "{{lead.score}}",
    "ScoreDate": "{{now}}",
    "ScoringModel": "v2.1"
  }
}

Pattern 2: Multi-Touch Attribution

Track all touchpoints:

{
  "notes": "Lead Path: {{lead.touchpoints | join: ' > '}}",
  "custom_fields": {
    "FirstTouch": "{{lead.first_touchpoint}}",
    "LastTouch": "{{lead.last_touchpoint}}",
    "TouchCount": "{{lead.touchpoint_count}}"
  }
}

Pattern 3: Conditional Updates

Update only specific fields for existing contacts:

{{#if infusionsoft.duplicate}}
  {
    "update_fields": ["phone_1", "custom_score"],
    "preserve_fields": ["tags", "owner_id"]
  }
{{/if}}

Monitoring and Optimization

Key Metrics to Track

Monitor these metrics for integration health:

Target: > 95%
Formula: Successful / Total Attempts
Alert: < 90%

Target: < 500ms
Average: 200-300ms
Alert: > 1000ms

Expected: 10-30%
Formula: Duplicates / Total
Review: > 50%

Creating Integration Reports

Build reports to monitor performance:

Report Configuration:
  Name: Infusionsoft Integration Health
  Columns:
    - Date
    - Total Leads
    - Success Count
    - Failure Count
    - Average Response Time
    - Duplicate Percentage
  Grouping: By Day
  Filters:
    - Step: Infusionsoft Delivery
    - Date Range: Last 30 Days

Troubleshooting Guide

Connection Issues

Data Sync Issues

Performance Issues

Migration Guide

Transitioning from Legacy Integration

If upgrading from an older integration version:

1. Export Current Mappings: Document all field mappings
2. Test in Parallel: Run both integrations briefly
3. Validate Data: Ensure all fields transfer correctly
4. Update Reporting: Adjust reports for new field names

Next Steps

Additional Resources

• Infusionsoft API Documentation
• LeadConduit Integration Gallery
• Community Forum: Infusionsoft Topics