Integrating with Infusionsoft® By Keap

Our integration with Keap works by sending new Leads to Keap and marking them with whatever tags you specify. This allows you to set up campaign actions or goals that are triggered when a particular tag is applied. If you require more help setting up an Keap campaign, please contact Keap.

While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

If you have already connected your Keap account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.

If you go to the main Integrations dashboard to connect, look for Keap in the page integrations list.

Sign in and connect the account. This step is done once per workspace. When you have connected the account, come back to the slideout menu for the page you want to integrate with Keap and continue with the steps below.

Our direct integration is using the API of Keap and in order to correctly connect your Keap account, you need to be the Keap account owner or a team member/user with API permissions.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

Choose the tag you want to use. Note that only tags that have a category assigned are visible in our direct integration;

Now you need to map the fields to match;

Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by Keap, you must adhere to the following mapping logic:

• Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
• Internal Value Matching: If a Keap field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
• Type Consistency: We strongly recommend that fields on both sides (Instapage and Keap) share the same data type (e.g., Text to Text, Number to Number). There are exceptions, so make sure you respect the field values and type limits, then test the integration to see if it works.
• The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to Keap.
• Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your Keap list properties to house that specific data.
• Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.