> For the complete documentation index, see [llms.txt](https://help.konnektive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.konnektive.com/konnektive-crm/admin-setup/plugins/email-service-providers/infusionsoft-keap.md).

# Infusionsoft/Keap

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F1UXNNA7SJChZKr8fXgvQ%2Fimage.png?alt=media&amp;token=a5755699-7a06-4c98-becc-428f95e5bbfc" alt=""><figcaption></figcaption></figure>

**SETUP Plugins on CRM**

**STEP 1**

Go to Admin->Plugins->Email Service Providers

**STEP 2**

Scroll down to **Infusionsoft/Keap**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F8LXt6CtsdA3ya1EOqNk5%2Fimage.png?alt=media&amp;token=f1ca3e37-e71c-42f6-9547-5c5ce04c4a1d" alt=""><figcaption></figcaption></figure>

**STEP 3**

Click the green **Activate** button to activate **Keap**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Fxu6hCZMy1Yuoy1mVRAhm%2Fimage.png?alt=media&amp;token=1ed68811-76e1-4ab0-9879-c095a2538ec9" alt=""><figcaption></figcaption></figure>

**STEP 4**

Click the green Connect button. Do not enter the tokens.

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Fe0h6q89LrCiTlfHzPi0j%2Fimage.png?alt=media&amp;token=bf9f62bc-cf32-487f-85a1-36480863a450" alt="" width="440"><figcaption></figcaption></figure>

**STEP 5**

Edit the plugin. Click the link to authorize Konnektive to access your Infusionsoft/Keap account

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F13hpM6j0qqYhIarl4tSg%2Fimage.png?alt=media&amp;token=fc02a350-9a04-4ef2-a005-7405e03e89ab" alt="" width="563"><figcaption></figcaption></figure>

**STEP 6**

Login to Keap

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FfuRsrBPgFvIFiDOBRHv2%2Fimage.png?alt=media&amp;token=f1c8dcbf-e21d-45be-92bd-457dd38ed415" alt="" width="494"><figcaption></figcaption></figure>

**STEP 7**

Click the blue Allow button

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FEwSjuXn2MYwEJcI5Mh1m%2Fimage.png?alt=media&amp;token=faf0eb50-d0d0-4898-87a8-8c054aa30465" alt="" width="454"><figcaption></figcaption></figure>

**STEP 8**

If success, you will see the result below

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FGTQTSbDKuvVSNSXge8ek%2Fimage.png?alt=media&amp;token=edd3eae5-55d9-41b8-b650-83eff5b2ac98" alt=""><figcaption></figcaption></figure>

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.**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FtljDHrKFthrlma2PWdPT%2Fimage.png?alt=media&amp;token=eefe4191-0309-44c3-850f-c1c85c6f8c99" alt=""><figcaption></figcaption></figure>

**SETUP Campaigns on Keap**

**STEP 1**

Login to Keap. Create a campaign

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FMlMA5CkeqzFg5OpkZVPT%2Fimage.png?alt=media&amp;token=55ecff61-4e2b-4909-8b24-9b8003033680" alt="" width="404"><figcaption></figcaption></figure>

**STEP 2**

Create a sequence

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FvfXlRibSxPUyw2BQj3mR%2Fimage.png?alt=media&amp;token=e0a395ed-9e74-4a6f-94df-8edfc58b6c15" alt="" width="150"><figcaption></figcaption></figure>

**STEP 3**

Create an opportunity

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F4EHGx0Gc1Mh82HqGhYUm%2Fimage.png?alt=media&amp;token=80c2bc20-cf78-430d-8587-4087d2d06be7" alt=""><figcaption></figcaption></figure>

**STEP 4**

Connect the sequence to the opportunity

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Ftv0EX4EIYzFXV08Hbb3s%2Fimage.png?alt=media&amp;token=442fe082-226e-4632-91c4-8b15a10e60ea" alt="" width="274"><figcaption></figcaption></figure>

**STEP 5**

Create API goal and set Integration = **ks748** and Call Name = **APICall**

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2Frj2np0QiNx7hevHUgDiG%2Fimage.png?alt=media&amp;token=8f549811-3505-4971-954a-e37702e1e12a" alt="" width="438"><figcaption></figcaption></figure>

**STEP 6**

Connect the API goal to the Sequence

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2F6v9LR2mVVIO6d4urqAYJ%2Fimage.png?alt=media&amp;token=d42a4402-86c6-4c26-a986-df12ce913da2" alt="" width="337"><figcaption></figcaption></figure>

**STEP 7**

Publish the campaign

<figure><img src="https://1103784913-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiAC0G99SjXjSv2GM5PAE%2Fuploads%2FMaNJWuhR4WqPZx8AieIH%2Fimage.png?alt=media&amp;token=419520ed-860b-429f-bac0-ba41c4f70e7a" alt=""><figcaption></figcaption></figure>
