Sync your lead ads and automatically update your custom audiences with Keap (formerly Infusionsoft)

Usage

Keap (formerly Infusionsoft) can be used as:

• Lead flow destination
• Audience flow source
  

Connecting your account

Connecting your Infusionsoft account with Ads Workbench is really simple. You just need to follow these steps:

• Go on the left menu  -> Integrations
• Click on the button “Create new”
• Enter a name for the integration and select “Infusionsoft” from the Type dropdown list
• Click on the button “Authorize”
• Ads Workbench will redirect you to the Infusionsoft authorization login page where you will be able to choose which Infusionsoft account you want to connect

• Finally click on the button “Save”

Creating a lead flow

A lead flow is an automation that allows you to collect the leads coming from a source and send them to multiple destinations. Once your ad account is connected and your have created the integrations for the systems where the leads will be sent, you can create you lead flow as described in the following video:

Creating an audience flow

An audience flow is an automation that allows you to keep fresh your custom audiences using as an input your subscribers' or contacts' data. Once your ad account is connected and your have created the integrations for the systems where your contacts' data is stored you can create you audience flow as described in the following video:              

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