INTEGRATE KEAP CRM WITH WOOCOMMERCE
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.
Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. The plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM. It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.
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.
With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their Shipping, Shipping tax, and Taxes with different order items.
Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.
The plugin provides you with 3 default feeds:
a. Products Feed
b. Contacts Feed
c. Orders Feed
Note: Synchronising your CRM WooCommerce plugin 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.
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.
The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.
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.
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.
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.
The Keap integrations 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
Enabling this toggle in the Settings tab will erase all the sync history if you disconnect the integration with your Keap CRM.
11. Delete Log Data
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.
In the CRM WooCommerce plugin, 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 Paid whereas if it places an order through cash on delivery, the order status will be shown Unpaid in the invoice.
For instance, if cash on delivery has been opted for, then the order status will be shown as in the image:
If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.
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.
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.
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.
Data synchronization is of the utmost importance when you use Keap CRM. Using the Keap Integration for WooCommerce 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.
Keap formerly known as Infusionsoft CRM is a reliable solution and the Keap Integration for WooCommerce plugin is indispensable.