Import Keap Opportunities Into Your eSpeakers Account as an Event
Keap (previously Infusionsoft) is a powerful contact manager (CRM) that is popular because of its ability to send marketing email to customers.
If you use Keap for sales pipeline tracking, then you're familiar with the concept of an "opportunity". At the point where an opportunity becomes a date you want to hold on your speaking calendar, you can easily transfer the Keap Opportunity into your eSpeakers calendar as a held (or confirmed, or lead) event.
This feature is included with your PRO account (
upgrade
).
Configuring the Keap Connector to Import Opportunities
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The first step is to configure the Keap Connector on your eSpeakers account (if you haven't already).
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In Keap, add a custom field to your opportunities.
- Use the main Keap menu and choose SETTINGS under the ADMIN section.
- From the GENERAL menu, find the CUSTOM FIELDS section and choose OPPORTUNITY from the dropdown list, then press the GO button.
- On the next screen, set the dropdown list to FIELD and press the ADD button.
- On the next screen, set the NAME field to _eSpeakersId, and the TYPE field to TEXT. Then click SAVE THIS FIELD.
All done!
Importing a Keap Opportunity Into eSpeakers as an Event
- In the eSpeakers app, use the EVENT menu at the top of the screen, choose GRAB FROM KEAP OPPORTUNITY.
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On the next screen, select the "stage" for the opportunity you want to import. For instance, you might usually import opportunities in the "closing" stage. When you select a stage, the list will update to show all of your Keap opportunities in that stage.
- Find the opportunity you want to import. Set the small dropdown list to the event status you want it to be when you import (you can always change it later). Then click the IMPORT button.
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Confirm your choice and you're done! You now have a copy of that opportunity on your eSpeakers calendar.
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Presto! You now have a copy of that Keap contact added to the event.
Note that grabbed opportunities are copies; you can make changes to the contact in the eSpeakers event and it will not affect the original opportunity in Keap. Likewise, changes you make in Keap will not change copies of those contacts previously added to an event.
There is one exception to that. Sort of.
For convenience, the notes belonging to the opportunity contact will display in the notes for the eSpeakers event. These are live and will be updated each time you load that event in eSpeakers. The notes are included on the event for convenience. They are read-only and changes you make are not sent back to Keap.
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