Sending Data from Keap (Infusionsoft) into LeadPath

IMPORTANT NOTE - Please contact matthew (at) leadpath.ai - Currently the infusionsoft incoming integration is not working.

Please complete this first:

https://help.leadpath.ai/article/45-setting-up-your-keap-infusionsoft-account

Then go here and add a new webhook:

https://app.leadpath.ai/integrations/incoming-webhooks

Enter a name for this integration (IE: GoHighLevel Incoming Partners) + Copy the Trigger URL (We will need it in a second):

Next, open up Infusionsoft's automation-builder and add a webhook module. Paste in the URL you just copied + the fields from below:

email

first

last

IMPORTANT:

• If you are creating a PARTNER, you must ALSO add a custom field (ABOVE the webhook module) called "LeadPath - Workflow - Commission Percentage"
  • If you don't want to pay commissions, just put "0" for the Commission Percentage!
• If you are creating a LEAD, no additional custom fields are required.
• If you are creating a SALE, you must ALSO add a custom field (ABOVE the webhook module) called "LeadPath - Workflow - Sale Amount"

To do that, simply add the module "Update Contact Field", select the corresponding "workflow" field, enter the commission % OR sale-amount... and click PUBLISH your infusionsoft automation!

Next, choose the TYPE of action you'd like to happen when sending data into LeadPath, and copy the custom fields below:

Create Partner:

email: {{request.body.email}}

firstName: {{request.body.first_name}}

lastName: {{request.body.last_name}}

sharePercent: {{request.body.LeadPath - Workflow - Commission Percentage}}

Create Lead:

referralCode: {{request.body.LeadPath - Lead - Intro referralCode}}

email: {{request.body.email}}

phone: N/A

firstName: {{request.body.first_name}}

lastName: {{request.body.last_name}}

Create Sale:

amount: {{request.body.LeadPath - Workflow - Sale Amount}}

currency: usd

(OR any currency from this list https://help.leadpath.ai/article/6-what-currencies-are-supported. Examples include cad, aud, jpy, etc.)

commission: (leave blank - context below)

(USE THIS FIELD if you want to specify a commission DOLLAR amount for the partner! For example, you can have the commission reward be "200" which will pay the partner $200 commission (and overwrite their usual "%" commission.

For example, if you sell a 2k product and have 5% commission, that would be overwritten and they would earn $200 cash.)

products: N/A

leadId: N/A

leadEmail: {{request.body.email}}

leadPhone: N/A

Once that is complete, just click "SAVE" and you're done! 🙂

Feel free to setup different webhooks & automations for the 3 different actions within LeadPath!