SETUP Plugins on CRM
Go to Admin->Plugins->Email Service Providers
Scroll down to Infusionsoft/Keap
Click the green Activate button to activate Keap
Click the green Connect button. Do not enter the tokens.
Edit the plugin. Click the link to authorize Konnektive to access your Infusionsoft/Keap account
Login to Keap
Click the blue Allow button
If success, you will see the result below
Refresh the page to see access_token and refresh_token on the Advanced Setup page. Do not change the tokens on this page.
Note: When the access token expires, a new access token needs to be requested with the refresh token. When you see the information below, please try again.
SETUP Campaigns on Keap
Login to Keap. Create a campaign
Create a sequence
Create an opportunity
Connect the sequence to the opportunity
Create API goal and set Integration = ks748 and Call Name = APICall
Connect the API goal to the Sequence
Publish the campaign