Change Opportunity Stages of Contacts in Keap (fka Infusionsoft)
Change Opportunity Stages of Contacts in Keap (fka Infusionsoft)
Overview
The JustCall and Keap integration enables you to move contacts between different opportunity stages through Keap's Campaign Builder automation.
Step 1: Open Keap Campaign Builder Dashboard
Click the Create my own Campaign button to initiate a new automation. Name it "Change Opportunity Stages" and save. Open the campaign from your campaigns list to access the builder interface.
Step 2: Design Your Campaign Using Drag and Drop
Configure the trigger:
- From the Goals section, drag the "Tag applied" icon to the workspace
- Double-click it to configure and select or create a new tag that will trigger the stage movement
Connect to a sequence:
- Drag a Sequence icon from the Sequences section next to the Tag applied element
- Connect them by clicking and holding on the Tag applied trigger, then joining it to the Sequence
- Name the sequence appropriately
Step 3: Configure the HTTP Post Sequence
Double-click the Sequence to enter the sequence builder. Locate and drag the "Send HTTP Post" icon next to the Start element and connect them.
Configure the HTTP Post with these required fields:
| Field | Value |
|---|---|
| POST URL | https://justcall.io/api/movestages.php |
| secret | Unique identifier for your Keap account (contact support) |
| contactId | The contact's ID for opportunity lookup |
| destinationId | Stage ID where opportunities should move (find IDs in account settings) |
Step 4: Test and Deploy
Publish the campaign after marking all elements as "Ready." Test by applying your configured tag to a contact -- associated opportunities will automatically move to your designated stage.