Want to connect your favorite CRM to your favorite video platform? Well, you are in luck! You can connect Keap (Infusionsoft) to Bonjoro in a few easy to follow steps. If you are looking to understand what our workflows and integrations do at a more basic level please check out our workflow introduction doc.
All direct Bonjoro workflows have a Trigger and Do this step. The trigger step is where you select the service you are connecting with Bonjoro, in this case Keap, and where you define the trigger event in Keap, e.g. Subscriber tagged. that will cause a contact to be added to your Bonjoro tasklist in the 'Do this' step. For pretty much every one of our direct integrations the thing that is done in the 'Do this' step is to create a task on your list in Bonjoro so you can send a message to the contacts that have hit the trigger action.
Follow the simple steps below to integrate with Keap and power your Bonjoro workflows.
1. Start at on your Workflows tab, and click 'Add a workflow'
2. This will launch the workflow editor.
Select a Service: This starts our integration. Select Keap from the list then click Continue.
Choose a Trigger: This will give you two options: Contact Added or Contact Tagged. Select the trigger you would like to use and click continue. For example, if you select Contact Added, anytime someone is added to Keap (you can specify specific lists later), their contact information will be pulled over into Bonjoro and a task created to send them a message on your Bonjoro task-list. **If you would like a workflow from more than one list, or more than one trigger type, simply go through setting up another ConvertKit workflow to do so.**
Select an Account: Now it's time to add your Keap account. Select Add Account. This will bring up another window for you to add your Keap credentials. Enter your email and password and allow access for Bonjoro. Click TEST, if your account was connected correctly you will see a pop up in the top right corner of your screen confirming this. Then click on the tile that represents your Keap account, then click CONTINUE. The continue button will remain greyed out until you select your account. We support adding multiple different Convertkit accounts to an account and this step is necessary to allow users to select from multiple options.
Do This step
Select a Service: Select Bonjoro and hit Continue.
Choose an Action: Click Create a Bonjoro then Continue.
This is where the bulk of the workflow configuration is done. See below for details on each option.
Attributes; You can select which attributes you'd like to pull in from Keap about your contact. This lets you quickly and easily add layers of personalisation to the message. More information here. This is optional.
Assignee; if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the video messages to on your task-list. You must select an assignee before you click continue.
Campaign; If your workflow is part of a campaign you can select it here. This is optional.
Reason; this is the information that will be listed on the contact when it shows up in Bonjoro in your task-list. It will display under the contacts name so you you can see which workflow it belongs to. Click Continue once you have completed the two fields.
Check and Set Live: Hit the 'Set live button and your workflow will become active.
You are done! Yay!!
Email us if you have any questions or need any help! [email protected]