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Learn how to integrate Bubble.io with Keap to enhance your CRM capabilities. Step by step guide for setting up API calls and using Keap data in your Bubble.io app.
Keap is a powerful all-in-one sales and marketing automation software for small businesses. It includes features such as Customer Relationship Management (CRM), email marketing, lead capture, and e-commerce. With Keap, businesses can organize their customer data, track customer interactions, automate follow-up email campaigns, manage appointments, create and send invoices, receive payments, and much more. It is designed to simplify and streamline business operations, saving time and increasing efficiency.
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Integrating Bubble.io with Keap can enhance your CRM capabilities by combining web development with efficient marketing automation. Here's how you can establish this integration.
Prerequisite: To complete this guide, you need accounts on both Bubble.io and Keap (formerly known as Infusionsoft). If you don't have them, please sign up for them first.
Let's start with setting things up on Bubble.io first.
1.1 Get API key from Keap
a. Login to your Keap account and navigate to the top right corner to click on your profile.
b. In the dropdown menu, select "Settings".
c. On the left panel of the Settings page, locate and click on "API".
d. Under the 'Infusionsoft API' heading, you should see the 'Add API Key' button. Click on it.
e. In the new dialog box, write down a distinct 'API Passphrase'. Click Save to generate an API key tied to it.
f. Save the API Key that gets generated. This will be needed later.
1.2 Setup Bubble
a. Login to your Bubble.io account.
b. If you have an existing app, you want to integrate with Keap, open it. Otherwise, create a new app.
c. In your App Editor, navigate to the 'Plugins' tab on the left panel.
d. Click on '+Add plugins' button located at the top-left corner of the Plugins page.
e. Search for 'API Connector' in the plugin marketplace and add it to your app.
2.1 Setup API Connector on Bubble
a. After installing the API Connector plugin, return to the Plugins tab in the app editor.
b. You'll see the API Connector plugin listed there. Click on it to open its settings.
c. Click on '+ Add another API' button.
d. For "API Name", enter a name related to Keap integration (like "KeapAPI").
Note: For Sucuri Firewall users, you might encounter issues with Bubble's API Connector. In such a case, it's advisable to whitelist the IP addresses Bubble uses, available in Bubble's reference guide.
2.2 Configure API Calls
Every API request that your Bubble app needs to make to Keap should be manually configured. Let's configure a simple API Request that fetches contact data from Keap.
a. Click '+Add another call' button.
b. For "Call Name", enter a name related to the API call's purpose (like "GetContacts").
c. Select 'GET' under "Method".
d. For "API URL", enter https://api.infusionsoft.com/crm/rest/v1/contacts.
e. Under "Parameters", select 'Header' and add 'Authorization' as the key. For 'Value', enter Bearer YOUR_API_KEY (Replace 'YOUR_API_KEY' with the API key you saved in step 1.1-f).
f. For 'Data Type', select 'JSON'.
g. Click "Initialize Call" to verify the connection.
You've now set up an API call to Keap's service. Follow the same process for any additional calls.
Once your API connections are set up, you can invoke these API requests anywhere in your application where dynamic data is allowed. You can sort, filter, and display this data within your Bubble app based on your requirements.
Note: API integrations can be a bit technically demanding. Ensure to check and test each action properly for successful integration. Errors may result in the wrong data, no data, or app malfunctions.
With this, you have successfully integrated Bubble.io with Keap. By configuring your desired API calls, you can now fetch and manipulate data seamlessly across both platforms.
Scenario: An e-commerce startup, operating primarily on Bubble.io, is planning to launch a new product line and wants to manage its customer database efficiently. They plan to use Keap CRM to manage, track, and nurture their leads seamlessly and to engage with their client base through tailored communication consistently. They would like to automate this process and plan to integrate Bubble.io with the Keap platform.
Solution: Integrating Bubble.io with Keap CRM
Storefront & User Registration: The startup uses Bubble.io's powerful website builder to create an intuitive and engaging e-commerce storefront, incorporating a user registration form to capture customer details.
Setting Up the Integration: The startup installs the Keap plugin in their Bubble.io project and connects it to their Keap account through the plugin settings. They also configure a series of workflows to trigger when a customer registers or makes a purchase on the site.
Data Sync Workflow: Upon a user registration or a purchase event, the corresponding workflows in Bubble.io are triggered. The data from these events, such as user name, email, order information and more, are sent to Keap CRM using the Keap plugin's actions. This data creates a new contact or updates an existing one in the Keap CRM, associating them with their order history for future segmentation and tailored communication.
Customer Engagement through Keap: Using Keap's automation capabilities, the startup can set up personalized email campaigns, follow-up tasks, and purchase journey workflows according to the segmented client base. Keap lets them nurture their leads and existing customers based on their purchase history and preferences, leading optimistically to customer retention and increased sales.
Monitoring and Evaluation: The integration enables systematic tracking of customer interaction data, facilitating continuous improvement through data-driven decisions, right from the Bubble.io project. The startup can monitor the performance of their email campaigns and sales strategies, gaining insights through Keap's robust analytics features.
Benefits:
Efficiency: Integrating Bubble.io with Keap CRM streamlines the customer data collection and management processes, thus saving time and reducing manual errors.
Personalization: Having a centralized customer relationship management system using Keap allows the startup to communicate effectively and personally with its customers.
Data-Driven Decision Making: The startups can make strategic decisions based on customer behavior insights and performance metrics available in Keap, leading to increased customer satisfaction and sales.
The integration of Bubble.io with Keap CRM paves the way for smooth and efficient customer relationship management, resulting in an enhanced shopping experience for customers and scalable growth for the e-commerce startup.
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