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SmartBot360 makes it easy to have bots create Keap contacts. Here are the steps.

Step 1

  1. First, create an Infusionsoft developer account. Register here https://keys.developer.infusionsoft.com/member/register

  2. Create a sandbox account for Infusionsoft. Register here https://developer.infusionsoft.com/resources/sandbox-application/

Step 2

You will need to copy your client_id and client_secret crendentials which can found by clicking this link https://keys.developer.infusionsoft.com/apps/mykeys

  1. Go to the SETTINGS page, and under Integrations select Keap. Specify your Infusionsoft(Keap) account information as shown below.

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Step 3

Once you have entered your Infusionsoft client id and client secret click the Save and Authorize button. You will be redirected to Infusionsoft (now known as Keap) website to login and authorize the application by click Allow.

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Step 4

Go to CHATBOTS to create a Flow Diagram bot. The bot should collect some information about the end user (email and or phone number are necessary) and then create the contact. You can use the User Profile box to collect user profile information as shown below.

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Then, collect the user’s concern, again using the User Profile box as shown below, by creating a new user profile field named “user_concern”.

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Then, add a Keap box as shown below. Note that the four variables (user_email, user_fname, user_lname, user_phone) were collected in the first four boxes of the diagram. When the bot execution reached the Keap box, SmartBot360 will create a Keap contact for the end user specified in the four fields, with the whole conversation up to that box as the ticket content assigned to the user selected in the Contact owner dropdown.

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Limitation: If multiple boxes of this integration are present in a chatbot diagram, they all share the same fields, that is, editing one box updates the fields of the others.