--- title: Connect InfusionSoft (Keap) description: Create a Keap (InfusionSoft) contact for each new member and add or remove a tag for each Membership automatically. url: "https://ultimatemembershippro.com/docs/connect-infusionsoft-keap/" updated: "2026-10-18" category: Integrations --- # Connect InfusionSoft (Keap) 6 minIntermediateUltimate Membership Pro 14.2+ · Module In Ultimate Membership Pro, the InfusionSoft Integration module keeps your Keap (formerly InfusionSoft) contacts in step with your members. It creates a contact when someone registers and adds a tag for each Membership they get, so you can [run Keap campaigns per Membership](https://ultimatemembershippro.com/integrations/email-marketing/). This guide connects your Keap account, maps each Membership to a tag and explains when tags are added and removed. Before you start - You have a Keap account and can create an [API key or Personal Access Token](https://developer.keap.com/pat-and-sak/) in it. - In Keap, you created one tag for each Membership, for example Coaching Club – Pro Monthly. - Your license is active. See [Find and activate your license key](https://ultimatemembershippro.com/docs/where-to-find-your-license-key/). ## Switch on the module and add your credentials 1. Go to Ultimate Membership Pro*›*Modules and open **InfusionSoft Integration**, in the **Integrations** group. 2. Switch on **Activate/Hold InfusionSoft**. 3. Under **Step 1: Set InfusionSoft credentials**, enter your credentials, then click Save Changes (**Step 3**) to connect. [![Infusion Soft card: Activate/Hold InfusionSoft switched on, Step 1 with the Personal Access Token field highlighted, Step 2 and Step 3 with the Save Changes button](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-infusionsoft-01-credentials.png)](https://ultimatemembershippro.com/wp-content/uploads/2026/10/ump-infusionsoft-01-credentials.png) On PHP 8 or newer, the screen asks for a Personal Access Token. Personal Access TokenPHP 8.0 or newer A token from your Keap account. The plugin uses it with the Keap REST API. Account ID and Api KeyPHP older than 8.0 Your InfusionSoft Account ID and API key. These fields show instead of the token on older PHP versions. ## Assign a tag to each Membership After a successful save, the **Step 4: Assign UMP Memberships to InfusionSoft Tags** box lists your Memberships, each with a list of your Keap tags. 1. Pick the tag for each Membership. 2. Click Save Changes. Every Membership gets a tag There's no “no tag” choice: when you save Step 4, each Membership is saved with the tag shown next to it. Create a tag in Keap for every Membership, or one shared tag, before you save. ## What happens in Keap Someone registers A contact is created with their email address, first name and last name. This happens for the registration form on your site, not for members you add in the admin. A Membership becomes active The plugin finds the contact by email and adds the Membership's tag. A Membership is removed from the member The tag is removed from the contact. Members who existed before Members who registered before you connected Keap have no contact yet. Import them into Keap with the same email address; their tags are added the next time a Membership becomes active. ## Example: tag Coaching Club members **Keap tags per Membership**Start a different Keap campaign for free and paying members. **Credentials** : Personal Access Token from Keap **Free Community** : Tag Coaching Club – Free **Pro Monthly** : Tag Coaching Club – Pro **Annual Pass** : Tag Coaching Club – Annual ## Troubleshooting Why does Step 4 say “No tags, if you are not connected to your InfusionSoft account.”? The plugin couldn't read tags from Keap. Check the token or API key, save again, and make sure your Keap account has at least one tag. Why don't new members show up in Keap? Contacts are created when someone registers through the registration form. Check that the module is switched on and the credentials are saved. Members you add in the admin aren't sent. A member got a Membership but no tag. Why? The tag is added to an existing contact with the same email. If there's no contact with that email in Keap, nothing is tagged. Which credentials do I need? The screen shows the right fields for your server: a Personal Access Token on PHP 8.0 or newer, an Account ID and Api Key on older PHP. ## What's next [**Connect Zapier**Send members and orders to other apps.](https://ultimatemembershippro.com/docs/connect-zapier/)[**Collect newsletter subscribers (Opt-In)**Add members to your email list.](https://ultimatemembershippro.com/docs/how-to-activate-optin-subscriptions/)[**Create your first Membership**The plans you map to tags.](https://ultimatemembershippro.com/docs/step-2-create-levelssubscriptions/)[**Track events in Kissmetrics**See what members do, as events.](https://ultimatemembershippro.com/docs/track-events-in-kissmetrics/)