If you are using Infusionsoft by Keap as your CRM solution, you can directly connect to your Thinkific site! For an overview of what you can do, check out Infusionsoft (by Keap) App: Supported Features.
When you're ready to get started, the first step is to download the app and connect your Infusionsoft account:
- Optional: If you do not yet have an Infusionsoft (by Keap) account, we recommend creating one before installing the app
- In your Thinkific Admin Dashboard, select Apps from the navigation menu on the left-hand side of the screen
- Click Visit App Store to go to the Thinkific App Store
- Locate the Keap app in the Thinkific App Store
- Click to Install the app
- You will be returned to the Infusionsoft by Keap app details page in your Thinkific dashboard
- Click to Connect Account
- You'll then be redirected to Infusionsoft to sign in. Or, if you're already signed in, you'll be taken straight to the app authorization page. Select Allow in Infusionsoft to continue with the app setup
- After allowing app access, you'll be redirected back to Thinkific to configure tagging and other app settings
Once your account is connected, any new users who sign up for your Thinkific site will automatically be added as contacts in Infusionsoft. You can set up tagging based on specific events that occur on Thinkific - here's how. And you can even use Infusionsoft's checkout process to take payment for your courses - more on that here.