<blockquote><p><strong>INTEGRATE KEAP CRM WITH WOOCOMMERCE</strong></p></blockquote>
<p><span style="font-weight: 400">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.</span></p>
<p><span style="font-weight: 400">Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. T</span><span style="font-weight: 400">he plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM.</span><span style="font-weight: 400"> It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.</span></p>
<p> </p>
<h2><strong>Top Features</strong></h2>
<h3><strong>1. </strong>Two-Way Deletion Of The Listed Products</h3>
<p><span style="font-weight: 400">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. </span></p>
<h3><strong>2. Error Reporting Feature</strong></h3>
<p><span style="font-weight: 400">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. </span></p>
<h3><strong>3. Sync Shipping and Tax with Order Items</strong></h3>
<p><span style="font-weight: 400">With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their </span><span style="font-weight: 400">Shipping, Shipping tax, and Taxes with different order items.</span></p>
<h3>4. Sync WooCommerce object data with feeds</h3>
<p>Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.</p>
<p>The plugin provides you with 3 default feeds:<br />
a. Products Feed<br />
b. Contacts Feed<br />
c. Orders Feed</p>
<blockquote><p><strong>Note:</strong> <span style="font-weight: 400">Synchronising your </span><span style="font-weight: 400">CRM WooCommerce plugin</span><span style="font-weight: 400"> 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.</span></p></blockquote>
<h3><strong>5. Assign Lead Source to Contacts</strong></h3>
<p><span style="font-weight: 400">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.</span></p>
<h3>6. Bulk Data Sync</h3>
<p>The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.</p>
<h3><strong>7. One-Click Sync</strong></h3>
<p>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.</p>
<h3>8. <strong>Detailed logging of synchronized data</strong></h3>
<p>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.</p>
<h3>9. Sync Tags Over Keap</h3>
<p><span style="font-weight: 400">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.</span></p>
<h3>10. Instant sync feature</h3>
<p><span style="font-weight: 400">The</span><span style="font-weight: 400"> Keap integrations</span><span style="font-weight: 400"> 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</span></p>
<h3><strong>11. Wipe Data on Disconnect</strong></h3>
<p><span style="font-weight: 400">Enabling this toggle in the </span><b>Settings </b><span style="font-weight: 400">tab will erase all the sync history if you disconnect the integration with your Keap CRM.</span></p>
<p><strong>12. Delete Log Data</strong></p>
<p><span style="font-weight: 400">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.</span></p>
<h3><strong>13. Order Status</strong></h3>
<p><span style="font-weight: 400">In the CRM WooCommerce plugin,</span><span style="font-weight: 400"> 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</span><b> Paid</b><span style="font-weight: 400"> whereas if it places an order through cash on delivery, the order status will be shown </span><b>Unpaid</b><span style="font-weight: 400"> in the invoice. </span></p>
<p><span style="font-weight: 400"><strong>For instance,</strong> if cash on delivery has been opted for, then the order status will be shown as in the image:</span></p>
<h3><strong>14. Promo Code Implementation</strong></h3>
<p><span style="font-weight: 400">If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.</span></p>
<h3><strong>15. Stop Failed orders syncing to Keap</strong></h3>
<p><span style="font-weight: 400">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. </span></p>
<h3><strong>16. HPOS Compatibility</strong></h3>
<p><span style="font-weight: 400">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.</span></p>
<p><span style="font-weight: 400">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.</span></p>
<h2><strong>Why Should You Use This Plugin?</strong></h2>
<p>Data synchronization is of the utmost importance when you use Keap CRM. Using the <strong>Keap Integration for WooCommerce</strong> 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.</p>
<p>Keap formerly known as Infusionsoft CRM is a reliable solution and the <strong>Keap Integration for WooCommerce</strong> plugin is indispensable.</p>
<h2><strong>Benefits</strong></h2>
<ul>
<li><b>Effortless Installation And Setup: </b><span style="font-weight: 400">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.</span></li>
<li><b>Hassle-free Data Sync: </b>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><b>Time-Saving: </b>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><b>Eliminates Incidents of Error: </b>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><b>Reliable Support: <span style="font-weight: 400">You can reach out to our support team almost instantly</span><span style="font-weight: 400"> to set up the integration between your Keap account and the WooCommerce integration plugin.</span></b></li>
<li><b>Detailed Sync Logs to Save Error-Resolving Time:</b> <span style="font-weight: 400">This Keap Integration plugin provides a complete sync log report that </span><span style="font-weight: 400">helps you easily recognize errors and helps you to rapidly resolve them.</span></li>
<li><b>Historical Data Sync: </b>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>
<p>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>.</p>

Keap Integration

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

<ul class="wccom-tick-list-primary">
<li><strong>Streamlined Sales Management</strong>: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li><strong>Performance Insights</strong>: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li><strong>Flexible Commission Structures</strong>: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li><strong>Enhanced Communication</strong>: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
<p>Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!</p>
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<p><img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" /></p>
<p>Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.</p>
<h3>Global Commission Structure</h3>
<p><img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" /></p>
<p>Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.</p>
<h3>Generate Affiliate Links</h3>
<p><img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" /></p>
<p>Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:</p>
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<p><img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" /></p>
<p>Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.</p>
<p><img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" /></p>
<p><span style="font-weight: 400">Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.</span></p>
<h3>Agent Levels</h3>
<p><img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" /></p>
<p>Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.</p>
<h3>Commission Payout Options</h3>
<p><img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" /></p>
<p>Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.</p>
<h3>Customer-Based Commission</h3>
<p><img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" /></p>
<p>Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.</p>
<h3>Announcements to Sales Agents</h3>
<p><img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" /></p>
<p>Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.</p>
<h3>Assign Agents to Commission Categories</h3>
<p><img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" /></p>
<p>Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.</p>
<h3>Set Commission for Sales Agents on Specific Products</h3>
<p><img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" /></p>
<p>Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.</p>
<h3>Comprehensive Performance Dashboard for Admins</h3>
<p><img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" /></p>
<p>Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.</p>
<h3><b>Bulk Assign Customers to Sales Agent</b></h3>
<p><span style="font-weight: 400">Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.</span></p>
<h3><b>Bulk Actions on Customers</b></h3>
<p><span style="font-weight: 400">Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:</span></p>
<ul>
<li style="font-weight: 400"><b>Bulk Unassign:</b><span style="font-weight: 400"> Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</span></li>
<li style="font-weight: 400"><b>Assign Bulk Commission:</b><span style="font-weight: 400"> Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</span></li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
<p>Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.</p>
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
<p>This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.</p>

Sales Agent

<p>Manage sales agents, automatically calculate sales commissions and keep track of customers and data.</p>

Keap Integration vs Sales Agent