Infusion Soft/Keap Checkout Integration
Video Guide:
Written Guide:
Go to https://app.hyros.com/#/mh/external-services/infusionsoft , set the name and tag to “infusionsoft” and follow the prompts to complete the integration.
IMPORTANT
NOTE: If you are running customer cards manually with sales reps stop here. If you are sending customers to a checkout page where they self-checkout continue
IF YOU ARE USING INFUSIONSOFT/KEAP ORDER FORMS:
- login to your Infusionsoft account and go to E-COMMERCE–>ORDER FORMS
- Select the order form you wish to track. Once there go to the HTML AREAS tab
- Paste the UNIVERSAL Script below in the custom header area at the TOP of the code.
IF YOU ARE USING A CHECKOUT OR LANDING PAGE SOFTWARE THAT PLUGS INTO INFUSIONSOFT/KEAP:
- Paste the UNIVERSAL Script below in the HEADER of your checkout page
This will complete the Infusionsoft/Keap checkout integration.
