How to Integrate Keap With Training Software

Keap (formerly Infusionsoft) is a CRM and marketing automation platform designed to help businesses organize leads, automate follow-ups, and accelerate customer conversion.

ProProfs Training Maker enables you to create and deliver engaging training courses, quizzes, and certifications online.

When you integrate Keap with ProProfs Training Maker:

• You can automatically send your learners' details to Keap as new contacts or update existing ones.

• You can segment learners based on course enrollments, completions, or scores to trigger personalized marketing campaigns inside Keap.

• You can track how training engagement influences customer behavior, using Keap's reporting features to fine-tune both your training and sales workflows.

This integration saves you time, improves learner communication, and builds a more connected customer journey.

Real-world use cases

• A fitness coaching platform connected Keap with ProProfs Training Maker to automatically enroll learners into premium fitness programs after course completion, boosting client conversion.

• Meanwhile, a consulting firm used the integration to track mandatory course completions and send timely renewal reminders, improving contract extension rates.

• An e-commerce brand offering beauty products created free product knowledge courses and segmented users based on course engagement, leading to a 22% increase in upsell conversions.

How to Integrate Keap with ProProfs Training Maker:

Step 1: Go to ProProfs Training Maker settings and switch to the integrations tab to find the available integrations.

Step 2: Locate and activate the Keap integration. A pop-up will appear. Click Next to proceed.

Step 3: In the Keap Integration Wizard, enter the Host Name and API Key, which you can get from your Keap account, and click Save.

After you complete the above steps, a pop-up will appear, informing you that the integration is active. Click "OK," and you are all done.

Best practices when using Keap integration

• Tag learners smartly: Use Keap's tagging system to differentiate between first-time course enrollees, course completers, and inactive learners.

• Trigger nurturing campaigns: Set up automated email sequences for learners who complete or fail specific courses, offering next-step resources or promotional offers.

• Monitor engagement early: Track learner actions within the first few days post-registration to identify and intervene with at-risk users early.

FAQs

1. What should I do if the Keap integration doesn't connect?

First, check if you entered the Keap Host Name and API Key correctly. The host name is the name of your Keap app, and the API key must match exactly what's shown in your Keap account. If everything looks right but still won't connect, make sure that API access is turned on in your Keap settings. Try saving the details again. If the problem continues, contact the ProProfs Support team and share any error messages you see.

2. Will existing course learners be added to Keap after I connect it?

No, only learners who enroll after the integration is set up will be added to Keap automatically. If you want to move your old course participants into Keap, you'll need to do that manually. Once the integration is active, all new learners will show up in your Keap account on their own.

3. Can I group learners and send them emails after connecting Keap?

Yes. After you connect Keap to ProProfs Training Maker, every new course learner is added to Keap. You can then group learners based on what course they joined or finished, and send them emails like welcome messages, tips, or special offers. You don't need to manage lists manually anymore, Keap will handle them automatically.

 And that's it! If you encounter any issues or have any questions, don't hesitate to contact our support team.