Streamlining Your Course Automation: Integrating Zapier with Infusionsoft by Keap and Thinkific

Integrating Zapier with Infusionsoft (now known as Keap) and Thinkific is an excellent way to streamline your online course management and marketing efforts. By leveraging the power of automation, you can enhance the student experience, ensure timely communications, and manage your leads more effectively. Below, we'll walk you through the steps to connect Zapier with both Infusionsoft by Keap and Thinkific, enabling seamless automation for your e-learning platform.

Step-by-Step Guide to Connecting Zapier with Infusionsoft and Thinkific

1. Create a Zapier Account
   Start by signing up for a Zapier account if you haven't already. Zapier offers various plans, including a free tier for basic use.

   
   



2. Access Your Infusionsoft and Thinkific Accounts
   Ensure you have access to both your Infusionsoft by Keap and Thinkific accounts, as you’ll need to authorize these services within Zapier.

   
   



3. Set Up a New Zap

   
   

In Zapier, create a new Zap. A 'Zap' is an automated workflow that connects your apps and services.

1. Select a Trigger App
   Choose Infusionsoft or Thinkific as your trigger app—the service where the automation will initiate. For example, when a new contact is added in Infusionsoft or a new student enrolls in a course on Thinkific.

   
   



2. Choose the Trigger Event
   Select the specific event in the trigger app that will start the automation. Zapier will then prompt you to sign in to your trigger app for verification.

   
   



3. Select an Action App

   
   

After setting up your trigger, select the other app (Infusionsoft or Thinkific) where you want the action to occur when the trigger is activated.

1. Choose the Action Event
   Pick an action event in the action app. This could involve creating a contact in Infusionsoft when someone enrolls in your Thinkific course or providing course access in Thinkific when a purchase is made in Infusionsoft.

   
   



2. Customize the Zap
   Set up your Zap by mapping out which information gets passed from the trigger app to the action app. This typically involves matching fields such as the person’s name, email, and course details.

   
   



3. Test Your Zap

   
   

Before making your Zap live, it’s important to test it to ensure it works as expected. Perform a test run within Zapier and check if the action successfully takes place in your action app.

1. Activate Your Zap
   Once testing is successful, turn on your Zap. Automation will now run in the background, connecting your Infusionsoft and Thinkific accounts.

Best Practices for Zapier, Infusionsoft, and Thinkific Integration

• Regularly Monitor Your Zaps: Check your Zapier dashboard periodically to ensure your integrations are working correctly.

  
  



• Optimize Your Zaps: As your business scales, consider optimizing your Zaps to cater to increased demand and more complex workflows.

  
  



• Secure Your Data: Always ensure you’re compliant with data protection regulations when automating data transfer between platforms.

  
  



• Educate Your Team: Make sure your team is knowledgeable about the tools used and the workflows established.

  
  

Using Zapier to integrate Infusionsoft by Keap and Thinkific simplifies complex tasks, enabling you to focus more on creating valuable content and engaging with students. By following the above steps and best practices, you’ll be well on your way to a more streamlined, efficient course delivery and marketing system.