Keap Integration Overview
Integrating your Keap account with your Spiffy account is quick and simple!
Once you have integrated with Keap, Spiffy will automatically send customer data to Keap(First & Last Name, Email and Billing Address) when a successful order is placed, on any of your Spiffy order forms. This will also enable the ability to create successful purchase actions for Keap, from within the setup of your individual Spiffy order forms. (Apply a tag, Remove a tag, Start a Campaign)
1. To integrate your Keap account with Spiffy, simply click your 'Profile' icon located at the top right of your Spiffy dashboard, and select 'Integrations'
2. From the 'Integrations' options, select 'Keap'
3. Follow the on-screen prompts to connect to your Keap application.
4. Once you have allowed the connection with Keap, you will be directed back to Spiffy, where you will see a window confirming your new connection! Just hit the 'x' to close the window.
Now that you have connected your Keap account to Spiffy, contact data (Name, Email, Billing Address) will automatically be sent to your Keap, when a successful order is placed.
You will also have the option to 'Enable Sales Sync'. With Sales Sync enabled, Spiffy will automatically send sales data over to Keap, when an order is placed on a Spiffy Checkout. For more information on this, Click Here
You are now ready to start setting up 'Actions' on your individual order forms, to trigger Keap automation, for your contacts that purchase from your form!
You will also be able to set up actions for Spiffy Billing Automation! For more information on this, check out our Billing Automation Overview!
Please let us know if you you have any questions. Support@Spiffy.co