Automatically add Contacts and Tags to Keap (Infusionsoft) with SamCart's App Marketplace!
SamCart's App Marketplace allows you to automatically create Contacts and add or remove Tags from Keap, freeing up time for you to focus on driving more traffic to your SamCart pages instead of adding data manually to your CRM! This connection also allows you to send order data, which is an advanced feature not available on all CRM integrations!
Below, we'll break down how to connect SamCart with Keap, and how to create rules allowing you to automate the process.
Connecting SamCart With Keap
Start by clicking over to the Apps section of your marketplace to access the App Marketplace.
Once you are in the App Marketplace, you can search for the specific app you want to connect with! Search for Keap and click the Install button:
This will bring up a popup where you can click the Connect button to start connecting Keap and SamCart.
This will take you to a new secure page where you will be asked to verify the Keap and SamCart connection. Follow the steps onscreen to verify the connection! Note - You may be asked to log into Keap as part of this process.
Once you have verified the connection with Keap and the connection is successful, you will be redirected back to the App Marketplace within SamCart! Here you can start creating rules for your connection.
Creating Connection Rules
Now that SamCart is connected to Keap, you'll need to establish simple rules that tell this connection what to do when certain actions take place in your SamCart Marketplace.
From within the Keap connection in the App Marketplace, click on the + Add New Rule button.
This will bring up a side window where you can create rules for this connection! Here you can select the action and trigger to tell this rule what to do.
First, you'll need to select what kind of rule you want to create, a Global Rule or a Product Specific Rule (1). Global Rules will apply to all products in your marketplace, while Product Specific Rules will only apply to the specific products you select.
The next step is to choose the Action (2) for this connection. The action is what will occur within Keap when this rule fires! The actions available for this connection are Add Tag, Remove Tag, Create Order and Create Subscription Payment.
Once you've chosen the Action, you will need to select the Tag ID (3) in Keap that want added to or removed from customers in Keap as part of this rule. If you do not see the tag you are looking for, click the Refresh Connection button in the top right corner of the window! NOTE: If you choose the action Create Order or Create Subscription Payment, this section will disappear as it is not applicable.
The last thing you need to choose is a Trigger (4) for the rule. This is the event that will occur within SamCart to trigger the Action within Keap! NOTE: Each application has different Triggers available, and each action within Keap will allow different triggers. The following triggers are available in the Keap connection:
Order Completed - fires after a customer completes the funnel, upsells included.
Product Purchased - fires when a product is purchased as a primary product, upsell, order bump, or payment option.
Product Refunded - fires when a refund occurs inside of SamCart for the product.
Product Partially Refunded - fires when a partial refund occurs inside of SamCart for the product.
Prospect Created (i.e. Cart Abandonment) - fires 2 hours after a prospect is created. See more information on the Cart Abandonment feature here.
Subscription Canceled - fires when the Subscription Status turns to "Canceled” or "Delinquent."
Subscription Charged - fires each time your customer completes a successful recurring charge.
Subscription Charge Failed - fires when your customer experiences their first recurring payment failure.
Subscription Delinquent - fires when the Subscription Status turns to "delinquent." Delinquency occurs after 4 failed payments in a row. See more information on the Subscription Saver and Dunning feature here.
Subscription Recovered - fires when your customer is within the Dunning Cycle and has a successful charge.
Subscription Restarted - fires when you manually restart a user's subscription from either the fully delinquent status or canceled status.
Subscription Completed - (for Limited Subscriptions only) fires when a limited subscription has it’s final successful charge.
The final step in creating this rule is clicking the Add Rule (5) button. And we're done! Now you can see your newly created rule in the Keap connection within the App Marketplace. 
Creating Connection Rules at the Product Level
You can also create rules for a connection from directly within a product! If you are working within a product and wish to create a rule with the Keap connection, simply visit the product's Apps tab:
From here, click on the blue + Add New Rule button to start creating a rule with Keap for this product.
First, you'll need to Select the App or App Instance (1) you are wanting to create a rule for - in this case, you should select your Keap connection! The next step is to select any other products you want to add the rule to in the Select Additional Products (2) section. This step is optional and can be left blank if you do not wish to add the rule to any other products.
From here, the rest of the rule setup is exactly the same as when you create a rule from within the App Marketplace! Select the Action (3) for this connection - the action is what will occur within Keap when this rule fires! The actions available for this connection are Add Tag, Remove Tag, Create Order and Create Subscription Payment.
Once you've chosen the Action, you will need to select the Tag ID (4) in Keap that want added to or removed from customers in Keap as part of this rule. If you do not see the tag you are looking for, click the Refresh Connection button in the top right corner of the window! NOTE: If you choose the action Create Order or Create Subscription Payment, this section will disappear as it is not applicable.
The last thing you need to choose is a Trigger (5) for the rule. This is the event that will occur within SamCart to trigger the Action within Keap! NOTE: Each application has different Triggers available, and each action within Keap will allow different triggers. Check out the Creating Connection Rules section above for a full list of Triggers available with the Keap connection!
The final step in creating this rule is clicking the Add Rule (6) button. And we're done! Now you can see the rule you have created on the Apps tab of your product.
Creating a Rule to Send Order Data to Keap
Take your Keap connection to the next level and pass over SamCart order data automatically to Keap!
Before you begin setup inside SamCart, each product inside your SamCart dashboard must also be created inside Keap. Having the corresponding product in Keap will allow you to map out the products in the connection later on. Once you have all the products created inside Keap that correspond to the ones in SamCart, follow along with the steps below!
Step 1 - Connect Keap and Refresh
Connect Keap if you haven't already. After you connect Keap, be sure to refresh the connection to make sure the cache is up to date:
Step 2 - Create a Global Rule for Order Completed
You will now create a new rule for the Keap connection to send order data. Click the + Add New Rule button to get started with creating this rule! 
You will want to create a Global Rule (1), select the Create Order Action (2), and select the Order Completed Trigger (3). Click Add Rule (4) to finish creating this rule.
Step 3 - Run a Test Order
After you complete the Global Rule setup step, run a test order on any product in your SamCart marketplace. What the test order will do is bring over all the Keap products that you created into a dropdown inside the SamCart dashboard. Once the products are in the dropdown, you can begin mapping them out and connecting them to the corresponding SamCart products. This support article will guide you through placing an order while in Test Mode.
Step 4 - Mapping out the Integration
Go back into the Keap connection within the App Marketplace and scroll down to the Mappings section at the bottom of the page:
Click + Add New Mapping button and a side window will appear where you can Add a Mapping and connect the SamCart Product (1) to the proper Keap (Infusionsoft) Product (2). Finally, click Add Mapping to complete the setup - and make sure to add a mapping entry for all products that you want data to be passed into Keap on. 
Please note if the mapping entry does not exist for a SamCart product, the order data will not be passed over. This applies to products that are connected to upsells and order bumps as well. After mapping is completed, be sure to place a few test orders to make sure everything is running correctly! All order data, including address info, will pass over to Keap.
Frequently Asked Questions
Q: I've set up my connection correctly but nothing is showing up in Keap after running a Sandbox Mode/Test Order.
A: Check the email address you used in your Sandbox Mode/Test Order. If you used the same email address for another Contact already located in Keap, it's likely the Contact won't be added again. Try again using a different email address.
Q: My connection seems to be functioning properly, but a customer wasn't added seemingly at random. What happened?
A: If a rule fails to fire, there's always a reason. Our system keeps a record of the last 1,000 events that took place in your Marketplace, and they can be viewed by heading to the Keap connection within the App Marketplace and scrolling down to the Logs section at the bottom of the page.
Here, you can search for the event in question and check if anything went wrong. 99% of the time the Logs can provide insight into exactly what might've went wrong with that action! The Configuration logs will show you logs related to the configuration of the App Instance (connecting the app, refreshing the app, etc.), and the Action logs will show logs related to actions associated with the rules you have set up for the Keap connection.
Q: The Tag I'm looking for isn't showing up when I try to create a rule. What should I do?
A: If you don't see what you're looking for when creating a rule hit the Refresh button before looking again:
If you created the Tag/Contact after you set up the connection with SamCart for the first time, there's a good chance you'll need to Refresh Connection the list in order for it to fetch your current settings. 
Q: How can I uninstall, update, or connect a new instance of my Keap connection?
A: Head to the Apps tab to access the App Marketplace and select the Keap connection. Click on the three dots to the right of the connection - this will bring up a few options! The Connect New App Instance button will allow you to connect a new instance of Keap (this is great if you have more than one Keap account you want to connect to SamCart!). The Change App Credentials button will allow you to update the credentials you are using to connect this instance of Keap within SamCart. The Uninstall App button will uninstall all instances of the app from SamCart, and any rules for that instance of Keap will no longer work.
Q: When creating a rule, I do not see my tag or list. What do I do?
A: This is due to connections only showing some of your tags to help it load faster! If you start typing in the name of the tag/list then it'll appear. If you are still not seeing your tags/lists, you might need to “Refresh” the connection.
Q: I'm seeing both Infusionsoft and Keap referred to, and I'm confused. Is there a difference?
A: Nope, there is no difference! Keap is the current name of the software that was formerly known as Infusionsoft. Keap is just the new name for this company, so if you see Infusionsoft mentioned in any documentation, that is the same as Keap!