{"id":1186,"date":"2023-03-13T16:27:56","date_gmt":"2023-03-13T20:27:56","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&p=1186"},"modified":"2025-11-17T10:46:46","modified_gmt":"2025-11-17T15:46:46","slug":"connect-optinmonster-infusionsoft","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/connect-optinmonster-infusionsoft\/","title":{"rendered":"How to Connect OptinMonster with Keap (InfusionSoft)"},"content":{"rendered":"\n

OptinMonster offers seamless integration with Keap email marketing service. Connecting OptinMonster to your Keap email list is very easy.<\/p>\n\n\n\n

In this article, you\u2019ll learn how to connect Keap with OptinMonster.<\/p>\n\n\n\n

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Before you start<\/em><\/strong>, this integration is available with a Pro and higher subscription<\/a>.
All subscription plans can add custom forms using the Form Embed block<\/a>.<\/p>\n\n\n\n

As a best practice, we recommend you also connect your campaigns to Monster Leads<\/a>\u00a0as a backup.<\/p>\n<\/div>\n<\/div>\n\n\n\n

Connect Keap<\/h2>\n\n\n\n

When you create a campaign<\/a> in OptinMonster that you intend to collect leads with you\u2019ll want to integrate with one or more services to send those leads to.<\/p>\n\n\n\n

To send leads to Keap, follow these steps:<\/p>\n\n\n\n

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  1. Navigate to the Integrations view in the campaign builder, search for and select Keap (Infusionsoft)<\/strong>.
    \"Select<\/li>\n\n\n\n
  2. Next, select the Register Keap (Infusionsoft)<\/strong> button at the top of the integration section to begin authorization.
    \"Register<\/li>\n\n\n\n
  3. A new window will open requesting you login to your Keap account. Once logged in, select the Keap application you wish to connect with OptinMonster and click the Allow<\/strong> button to authorize the connection between OptinMonster and your Keap account.
    \"Allow<\/li>\n\n\n\n
  4. Return to the OptinMonster campaign builder, enter a Keap (Infusionsoft) Account Name<\/strong> (*internal use only), then select the Connect to Keap (Infusionsoft)<\/strong> button.
    \"Connect
    *The Keap (Infusionsoft) Account Name can be anything that helps you identify the specific integration within OptinMonster. It\u2019s possible to add more than one Keap integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns.<\/em><\/li>\n\n\n\n
  5. Required<\/strong>: Once the Keap integration has been connected select the Keap Tag you wish to assign to leads from the Email Provider Lists<\/strong> field. The term “Provider Tags<\/strong>” refers to the tags you want to use within Keap to categorize or segment your leads.
    \"Select<\/li>\n\n\n\n
  6. Optional<\/strong>: You can also set Follow-Up Sequences<\/strong>, Lead Source Assignment<\/strong> and Custom Field Header<\/strong> to leads through your Keap integration.
    \"Keap<\/li>\n\n\n\n
  7. When you\u2019re finished, Save <\/strong>your campaign.<\/li>\n<\/ol>\n\n\n\n

    Add Extra Fields<\/h2>\n\n\n\n

    Field Mapping<\/h3>\n\n\n\n
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    This integration supports Field Mapping, so you can easily add radio buttons, phone fields, text areas, number fields, lists, and more!<\/p>\n\n\n\n

    Get started using Field Mapping today<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n

    Get started using Field Mapping with Keap (Infusionsoft)<\/a>.<\/strong><\/p>\n\n\n\n

    Before you<\/strong> begin using Field Mapping with Keap (Infusionsoft), please consider the following:<\/em><\/p>\n\n\n\n