<ul class="wccom-tick-list-primary">
<li>Smart Data Transfer: Instantly save user data into the Keap of the newly registered users through WooCommerce.</li>
<li>Order Synchronization: Avoid manual order updates by instantly synchronizing WooCommerce with Keap CRM. Export WooCommerce orders to Keap effortlessly for comprehensive reporting.</li>
<li>Products Synchronization: Ensure your product data remains consistent between WooCommerce and Keap CRM.</li>
<li>Strategic Customer Relations: Develop impactful relationships with current and new customers over time.</li>
</ul>
Keap for WooCommerce is a WooCommerce extension that helps synchronize WooCommerce users with Keap (formerly Infusionsoft) contacts. Whether it’s a new registration or a list of existing contacts, your Infusionsoft contact list will automatically update via Keap for WooCommerce.
<h2>Why Should You Buy Keap for WooCommerce</h2>
<h3>User Registration</h3>
<img class="size-full wp-image-18734004421348 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/user_registration.webp" alt="User Registration Feature" width="980" height="602" />
Automatically save the contact information of your newly registered WooCommerce user on Keap. After completing every successful purchase, you can add or update your customers’ contact information on Keap.
Apply Specific Tags
<img class="size-full wp-image-18734004421356 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_tags.webp" alt="Apply Specific Tags When Customers Buy Specific Products Feature" width="980" height="602" />
Apply specific tags when a customer purchases a product on your WooCommerce website.
Apply Specific Actions
<img class="size-full wp-image-18734004421358 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/apply_specific_actions.webp" alt="Apply Specific Actions When Customers Buy Specific Products Feature" width="980" height="602" />
Choose what actions you want Keap to perform from an action list. Easily apply actions when a customer makes a successful purchase.
Connect/Disconnect Button
<img class="size-full wp-image-18734004421360 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/connect_disconnect_button.webp" alt="Connect or Disconnect Button in Keap for WooCommerce Extension Feature" width="980" height="602" />
Remove the Account details (App Key and App Secret) by clicking the Remove Infusionsoft Account Details button. You can also remove the tags/action sets applied to the WooCommerce products by clicking the Remove Tags/Action Sets from all products button.
Guest User Account Creation
<img class="size-full wp-image-18734004421369 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/guest_user_account_creation.webp" alt="Guest User Account Creation Feature" width="980" height="602" />
Enable the option for guest users to checkout on your WooCommerce website. After the guest user places an order, a contact will be created using the user’s billing details, which will then be synced to the Infusionsoft account.
<h3>Synchronize Products Automatically</h3>
<img class="size-full wp-image-18734004421375 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_products_automatically.webp" alt="Product Synchronization with Keap for WooCommerce Extension Feature" width="980" height="602" />
Effortlessly update products on one platform and have them automatically reflected on the other. Manage inventory efficiently with options to export, import, and sync products by category or specific IDs. Comprehensive review ensures accurate data transfer, saving time and minimizing errors.
Export WooCommerce Products to Keap
<img class="size-full wp-image-18734004421384 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_products_to_keap.webp" alt="Export WooCommerce Products to Keap Feature" width="980" height="602" />
Smartly export WooCommerce products to Keap for enhanced inventory management.
Import WooCommerce Products to Keap
<img class="size-full wp-image-18734004421390 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_woocommerce_products_to_keap.webp" alt="Import WooCommerce Products to Keap Feature" width="980" height="602" />
Import WooCommerce products to keap and effortlessly manage inventory.
Sync Products with Specific Categories
<img class="size-full wp-image-18734004421437 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/choose_a_layout_suitable_for_your_customers.webp" alt="Sync Products with Specific Categories Feature" width="980" height="602" />
Sync products using specific categories and efficiently organize your Keap CRM.
Sync Products with Specific Product IDs
<img class="size-full wp-image-18734004421443 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/information_window.webp" alt="Sync Products with Specific Product IDs Feature" width="980" height="602" />
Sync products using specific product IDs and smartly manage your CRM.
<h3>Synchronize Orders Instantly</h3>
<img class="size-full wp-image-18734004421452 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/synchronize_orders_instantly.webp" alt="Synchronize Orders Instantly Feature" width="980" height="602" />
Automatically synchronize Keap CRM with WooCommerce Keap CRM—export WooCommerce orders to Keap effortlessly for comprehensive reporting. Customize exports by order status or specific IDs for precise control.
Import Keap orders to WooCommerce and manage imports based on status or specific IDs. Sync Orders simplifies order management, ensuring accurate data across platforms for efficient business operations.
Export WooCommerce Orders to Keap
<img class="size-full wp-image-18734004421457 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_woocommerce_orders_to_keap.webp" alt="Export WooCommerce Orders to Keap Feature" width="980" height="602" />
Smartly export WooCommerce orders to Keap for improved inventory management.
Export Orders by Order Status
<img class="size-full wp-image-18734004421463 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_status.webp" alt="Export Orders by Order Status Feature" width="980" height="602" />
Export WooCommerce orders through order status and efficiently manage inventory.
Export by Specific Order IDs
<img class="size-full wp-image-18734004421464 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/export_by_specific_order_ids.webp" alt="Export by Specific Order IDs Feature" width="980" height="602" />
Export WooCommerce orders using specific order IDs for better inventory management.
Import Keap Orders to WooCommerce
<img class="size-full wp-image-18734004421471 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_keap_orders_to_woocommerce.webp" alt="Import Keap Orders to WooCommerce Feature" width="980" height="602" />
Import Keap Orders to WooCommerce to keep your inventory updated and organized.
Import Keap Orders by Order Status
<img class="size-full wp-image-18734004421474 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_orders_by_order_status.webp" alt="Import Keap Orders by Order Status Feature" width="980" height="602" />
Import Keap orders with order status and synchronize order data accurately.
Import by Specific Order IDs
<img class="size-full wp-image-18734004421480 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/import_by_specific_order_ids.webp" alt="" width="980" height="602" />
Import orders using specific IDs and manage your inventory smartly.
<h3>Comprehensive Logging</h3>
<img class="size-full wp-image-18734004421489 aligncenter" src="https://woocommerce.com/wp-content/uploads/2020/02/comprehensive_logging.webp" alt="Comprehensive Logging With Detailed Information Feature" width="980" height="602" />
Get detailed event logging for all order and product synchronization activities between WooCommerce and Keap CRM. Recording import/export events for orders and products ensures transparency and accountability.
Access detailed information like Log ID, event type, and status, enabling precise tracking and troubleshooting. Administrators can also clear and download logs for offline analysis, facilitating efficient auditing and reporting.
<h3>Get Keap for WooCommerce Today!</h3>
Effectively manage your customer data with Keap for WooCommerce. Review and analyze the data before deciding on your marketing strategies. Integrate the Keap for WooCommerce extension to enhance the power of your WooCommerce store.
<h3>How to Get Started</h3>
<ol>
<li>Buy Keap for WooCommerce.</li>
<li>Download and install the extension. You can find the installation guide <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/#section-2">here</a>.</li>
<li>Activate, set up, and configure the extension.</li>
</ol>
Read the <a href="https://woocommerce.com/document/infusionsoft-for-woocommerce/">technical documentation</a> that helps you set up Keap for WooCommerce on your website.

Keap for WooCommerce (Formerly Infusionsoft)

Keap for WooCommerce (Formerly Infusionsoft) enables you to automate your sales follow-up, and other time-intensive tasks needed to manage your business.

<ul class="wccom-tick-list-primary">
<li>Easily sync your WooCommerce data, like customer details and orders, to Bigin with simple one-click or bulk options, saving you time and effort.</li>
<li>Use flexible features like instant sync, background sync, and conditional filters to control what data syncs and when, making your workflow smoother.</li>
<li>Keep track of everything with detailed logging so you can quickly spot and fix any syncing issues.</li>
<li>Create custom feeds and map data based on events like order updates, so your Bigin CRM always has the latest information.</li>
</ul>
<h2>Features</h2>
<h3>Connecting WooCommerce and Bigin</h3>
Setting up the integration with Bigin is simple. First, select your Zoho domain based on your country. Then, click on “Login” and authorize the connection. 
You’ll be prompted to give permission; accept it and move to the next step. 
Here, you can create default contact feeds, and you’re all set! Now you’ll be redirected to the dashboard, and you can start syncing your data to Bigin.
By default, you get Contact, Products, Pipeline, and Accounts (Company) feeds that sync the data of these objects. Along with the predefined contact feeds, you can also create custom feeds to easily sync data for additional objects.
<h3>Synchronize</h3>
You can sync your existing (historical) data using this extensiopn:
<ol>
<li>One-click sync</li>
</ol>
Using the one-click sync option, you can sync newly added data or data that didn’t sync in the last process. Click on the option, select your Woo object type from the drop-down, select your feed, and start the process to sync.
<ol start="2">
<li>Bulk Data Sync</li>
</ol>
With Integration with Bigin for WooCommerce, you can send all the data of a WooCommerce Object in bulk; just select the object and related feed and start sending your existing data over Bigin.
<ol start="3">
<li>Instant sync</li>
</ol>
The extension comes with an instant sync feature that you can enable to sync your WooCommerce data instantly. This functionality depends on the event you have selected in your feed settings.
<ol start="4">
<li>Background Sync</li>
</ol>
Background sync is another great feature, which you can use to sync your existing data in the background over Bigin every 5 minutes. You can utilize this feature when you don’t want to initially sync the data during the extension setup.
<h3>Mapping</h3>
<ol>
<li>Synchronization Based on Events</li>
</ol>
You can sync newly added data based on specific, defined events like when an order is created and updated, the order status is changed to failed, refunded, or drafted, the product is created and updated, and many more. You can use these events to trigger the synchronization.
<ol start="2">
<li>Sync Contact Details</li>
</ol>
Sync customer information — like First Name, Last Name, Email, Phone, Mobile, Mailing City, and Street, etc. — to Bigin, keeping all your customer details in one place. 
<ol start="3">
<li>Sync Product Details</li>
</ol>
Zoho Bigin Integration plugin allows you to easily sync Product Details like Name, Code, Unit Price, Description, Product Category and More!! 
<ol start="4">
<li>Sync Account (Company) Details</li>
</ol>
Zoho Bigin has integrated accounts (company), also known as the company module, which you can utilize to sync company details such as owner, name, image, and more. This helps you in storing a specific type of data in a specific place.
<ol start="5">
<li>Sync Shipping Details</li>
</ol>
Easily sync all shipping details with Zoho Bigin through bulk or instant sync. You can choose to sync shipping as a line item within the order or as a separate shipping product. Along with this, the extension lets you sync the shipping total or the shipping total including tax, ensuring complete accuracy in order records.
<ol start="6">
<li>Pipeline Synchronization</li>
</ol>
Pipeline synchronization helps keep your order data updated by syncing important details such as order fields, values, order status, quantity, product list, price, discounts, and more.
Note: Make sure to include the Sub Pipeline standard field in the sub pipeline feed. If this field is missing or left blank, you might run into errors during the synchronization process.
<ol start="7">
<li> Map Woo Order Statuses in Pipeline </li>
</ol>
You can map WooCommerce order statuses to specific pipeline stages in Bigin. For example, pending payment orders can be assigned to a “Needs Analysis” stage, completed orders can move to “Closed Won,” and canceled orders can be synced to “Closed Lost.” 
<ol start="8">
<li>Sync Based on Conditional Filters</li>
</ol>
This extension features conditional filters, which you can use to control which data gets synced to Bigin by setting specific rules. Just pick the fields, choose the type of condition, and add the values to create your rule. You can also use multiple AND or OR filters to make your conditions more detailed.
<ol start="9">
<li>Sync Product Image</li>
</ol>
You can also sync product images from your WooCommerce store to Zoho Bigin. This makes sure your products look the same in both places. Having the images in Zoho Bigin, your team can quickly recognize products, manage them easily, and give customers a clear view of what you’re offering.
<ol start="10">
<li>Multi-Currency Synchronization</li>
</ol>
This extension supports multiple currencies, making it easy to manage international sales. When syncing data, both the store’s base currency and the customer’s shopping currency are shown in Zoho Bigin. The admin can set the preferred currency and define the conversion rate directly from their Bigin dashboard. 
<ol start="11">
<li>Sync Refund Details</li>
</ol>
Sync refund details such as the refund amount, reason, refund notes and date. This keeps all refund information updated in Zoho Bigin, helping you track order history and manage customer refunds with ease.
<ol start="12">
<li>Sync Tax Details</li>
</ol>
Now you can easily sync tax rates between your WooCommerce store and Zoho Bigin. Create tax rates in WooCommerce for standard, reduced, or zero rates, and map them directly to Zoho Bigin. 
<h3>Comprehensive Logging</h3>
The log tab gives you a detailed view of all your WooCommerce data that was successfully synced to Bigin or failed to sync.
<ol>
<li>Enable/Disable Loggin </li>
</ol>
Activate or deactivate sync logging whenever you want. You can also choose how many days to keep the logs, and they’ll be automatically deleted after that time.
<ol start="2">
<li>Sync Log Section</li>
</ol>
This extension includes a Sync Log section that shows details like Feed, WooCommerce Object, Woo Object ID, Bigin Object, and more. This information helps you spot and fix any errors that happen during syncing
<h2>Benefits</h2>
<ol>
<li>Save Time with Easy Syncing</li>
</ol>
Sync your WooCommerce data to Bigin in a single click or in bulk, without any complicated steps. This lets you focus on your business instead of manual data entry.
<ol start="2">
<li>Stay Organized with Automatic Updates</li>
</ol>
This extension has features like instant sync and background sync to keep your Bigin CRM updated with the latest customer and order details. You’ll always have accurate information at your fingertips.
<ol start="3">
<li>Reduce Errors with Smart Filters</li>
</ol>
The extension incudes conditional filters that let you set rules so that only the right data syncs to Bigin. This cuts down on mistakes and keeps your CRM clean and reliable.
<ol start="4">
<li>Fix Issues Quickly with Detailed Logs</li>
</ol>
The logging system shows you exactly what synced or failed, with clear details. You can spot problems fast and solve them without any hassle.
<ol start="5">
<li>Customize to Fit Your Needs</li>
</ol>
Create custom feeds and map data based on events like order changes or product updates. This ensures the integration works perfectly for your specific business needs.
<h2>Support</h2>
If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/">contact us</a>.

Integration For Bigin By Zoho CRM

Connect WooCommerce to Bigin CRM, sync customers, orders, and products, and control data with custom feeds and filters.

Keap for WooCommerce (Formerly Infusionsoft) vs Integration For Bigin By Zoho CRM