<blockquote>INTEGRATE KEAP CRM WITH WOOCOMMERCE</blockquote>
Use the Keap Integration for WooCommerce plugin to synchronize your WooCommerce contacts, products, deals, and orders. The plugin becomes user-friendly because of interesting features such as allowing bulk sync or one-click sync.
Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. The plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM. It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.
 
<h2>Top Features</h2>
<h3>1. Two-Way Deletion Of The Listed Products</h3>
The WooCommerce CRM plugin provides admin access to the two-way deletion feature, wherein if you delete a listed product from your WooCommerce store, it will also be deleted from keap, and vice versa. This functionality also allows the admins to delete variations of the variable products. 
<h3>2. Error Reporting Feature</h3>
This Keap integration helps the admin track all the errors that take place while syncing an object. All the errors will be sent to your mail id. The admin can enter the mail address after which he will receive mail for all the errors taking place on any mail on which he/she wants to get emails of errors. 
<h3>3. Sync Shipping and Tax with Order Items</h3>
With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their Shipping, Shipping tax, and Taxes with different order items.
<h3>4. Sync WooCommerce object data with feeds</h3>
Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.
The plugin provides you with 3 default feeds: 
a. Products Feed 
b. Contacts Feed 
c. Orders Feed
<blockquote>Note: Synchronising your CRM WooCommerce plugin product data using Products Feed is mandatory to allow other feeds to function seamlessly to sync the contact and then order data to your Keap panel.</blockquote>
<h3>5. Assign Lead Source to Contacts</h3>
This Keap CRM Integration plugin lets you know from which source your lead is generated. Thus, you will get the information of the source or medium from where your lead has visited your site.
<h3>6. Bulk Data Sync</h3>
The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.
<h3>7. One-Click Sync</h3>
If you have a new or missed entry that needs to synchronize with Keap CRM, this feature is of great utility. The plugin will display any discrepancies in the mismatched data. You can resolve the discrepancy using the One-Click Sync button.
<h3>8. Detailed logging of synchronized data</h3>
The Keap Integration for WooCommerce plugin keeps a comprehensive log of all data-sync activities. You can review issues at any time. This reduces the time it takes to troubleshoot CRM problems.
<h3>9. Sync Tags Over Keap</h3>
With the Keap WooCommerce integration plugin, you can now sync tags over the CRM effortlessly. The plugin will allow you to instantly sync all the tags. You can sync tags for ‘Products Bought’, ‘Product SKUs’, and ‘Product Type’. Our latest update in the Keap integration plugin brings to you the feature of syncing tags for ‘Order Statuses’ as well.
<h3>10. Instant sync feature</h3>
The Keap integrations plugin provides a toggle switch if you want to turn on or off instant syncing of contacts, orders, or products over Keap CRM. Please note that you will have to manually use the bulk data sync or one-click sync options to ensure regular integration of your WooCommerce data if you disable instant sync
<h3>11. Wipe Data on Disconnect</h3>
Enabling this toggle in the Settings tab will erase all the sync history if you disconnect the integration with your Keap CRM.
12. Delete Log Data
In the WordPress Infusionsoft plugin, you can choose specific days in the settings tab to delete log data after a particular number of days in your CRM Keap.
<h3>13. Order Status</h3>
In the CRM WooCommerce plugin, the order status will be shown according to the WooCommerce order placement. When a customer will place an order through an online payment method, then the order status will be shown Paid whereas if it places an order through cash on delivery, the order status will be shown Unpaid in the invoice. 
For instance, if cash on delivery has been opted for, then the order status will be shown as in the image:
<h3>14. Promo Code Implementation</h3>
If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.
<h3>15. Stop Failed orders syncing to Keap</h3>
The failed order status will be shown in the WooCommerce order placement. When a customer has placed an order with the Infusionsoft plugin but due to payment failure or wrong details, the order gets failed or canceled. 
<h3>16. HPOS Compatibility</h3>
Keap Integration for WooCommerce works smoothly with the WooCommerce HPOS feature, improving your store’s capacity to handle high order volume during peak shopping periods.
There is a substantial increase in order volume during high-sales seasons, such as Christmas, BFCM, Labor Day, etc. To efficiently handle these orders, HPOS creates a dedicated custom table for orders, thereby accelerating the order processing, and making it seamless for Keap Integration to sync & manage the increased store data like orders and products.
<h2>Why Should You Use This Plugin?</h2>
Data synchronization is of the utmost importance when you use Keap CRM. Using the Keap Integration for WooCommerce plugin by WP Swings helps you automatically update data. It automatically updates contacts, orders, and deal data and also eliminates errors related to manual entry. Using a quick, reliable, and user-friendly tool such as this plugin by WP Swings will optimize your ROI.
Keap formerly known as Infusionsoft CRM is a reliable solution and the Keap Integration for WooCommerce plugin is indispensable.
<h2>Benefits</h2>
<ul>
<li>Effortless Installation And Setup: You can install the Keap Integration for WooCommerce plugin. You might seem overwhelmed thinking it will be a complicated process to synchronize Keap CRM, but all it takes is a few clicks to install and sync your data with Keap.</li>
<li>Hassle-free Data Sync: Predefine the settings for how or when you wish to synchronize your data with the Infusion CRM and just sit back whenever there is a new contact on your website.</li>
<li>Time-Saving: Timing becomes a goal-defining factor when it comes to addressing the lead. Thus Keap Integration for WooCommerce will give you only higher returns by saving the most precious resource- time.</li>
<li>Eliminates Incidents of Error: By automating the process, you will eliminate the chances of data interchange, missing any contacts, or new orders. All you need to do is go to the Keap integrations dashboard and click on the one-click sync button.</li>
<li>Reliable Support: You can reach out to our support team almost instantly to set up the integration between your Keap account and the WooCommerce integration plugin.</li>
<li>Detailed Sync Logs to Save Error-Resolving Time: This Keap Integration plugin provides a complete sync log report that helps you easily recognize errors and helps you to rapidly resolve them.</li>
<li>Historical Data Sync: You can sync historical data such as previous orders and contacts before installing the Keap WooCommerce integration plugin of your store.</li>
</ul>
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/integration-with-keap/" target="_blank" rel="noopener">Keap Integration for WooCommerce Documentation</a> to learn more about the features and working of plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

Keap Integration

Keap Integration for WooCommerce plugin helps you to sync & manage your WC store data like orders and products over Keap CRM.

<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 Integration vs Integration For Bigin By Zoho CRM