Infusionsoft by Keap and Retool: Complete Integration Guide 2024

 

Integrating Retool with Infusionsoft by Keap

 

Integrating Retool with Infusionsoft by Keap involves setting up a connection between these platforms to facilitate data retrieval and manipulation directly from your Retool applications. This process requires understanding both Retool's integration capabilities and Infusionsoft's API functionalities.

 

Prerequisites

 

• Create a Retool account and have access to the project where you want the integration.
• Have an active Infusionsoft by Keap account with API access. Ensure API permissions are enabled for the desired functions.
• Familiarity with RESTful API concepts, as you will be working with HTTP requests and responses.

 

Obtaining API Credentials from Infusionsoft by Keap

 

• Log in to your Infusionsoft by Keap account.
• Navigate to the Developer Portal at developer.infusionsoft.com.
• Create a new application in the portal if you haven’t already.
• Note down the Client ID and Client Secret from your application's dashboard, as these will be needed to authenticate your Retool connection.

 

Setting Up OAuth Authentication

 

• Infusionsoft by Keap uses OAuth 2.0 for authentication. Configure your OAuth settings in Infusionsoft:
• In your newly created application, set the redirect URI to match Retool’s expected OAuth redirect URL.
• Ensure the client's permissions cover all the operations you plan to perform from Retool.

 

Configuring Retool with Infusionsoft API

 

• Open your Retool dashboard and navigate to the "Resources" section.
• Click "Create New" and select "REST API" from the options.
• Enter a resource name for easy identification of the integration with Infusionsoft by Keap.
• Under the "Base URL", input the Infusionsoft API base URL: https://api.infusionsoft.com/crm/rest/v1.
• Select “OAuth 2.0” as the authentication type.
• Copy your Client ID and Client Secret from Infusionsoft and paste them into the Retool OAuth configuration fields.
• Set the authorization URL to https://accounts.infusionsoft.com/app/oauth/authorize and the token URL to https://api.infusionsoft.com/token.

 

Testing the Integration

 

• After setting up the API resource in Retool, navigate to a Retool application where you want to use Infusionsoft data.
• Create a query by selecting the newly created Infusionsoft resource and testing a simple endpoint, such as retrieving contact data.
• Ensure that the OAuth authentication flow proceeds correctly and authorizes access to Infusionsoft data.
• Use the Debugger in Retool to check for successful data retrieval or any errors in the API call.

 

Building Applications with Integrated Data

 

• In your Retool applications, use the available components to display or manipulate data retrieved from Infusionsoft.
• For operations like adding or updating records, configure POST or PUT requests accordingly with the necessary payload and headers.
• Ensure the API methods used are supported by your Infusionsoft subscription and are correctly documented in the Keap API documentation.

 

Deploying and Managing Your Integration

 

• After successful testing and application building, deploy your Retool application to make it accessible to your team.
• Monitor the integration periodically to ensure any API changes by Infusionsoft do not break your functionality.
• Maintain backups of your Retool configurations and API credentials securely.
• Regularly review access permissions and update credentials if necessary as part of security best practices.

 

By following these steps, you will be able to seamlessly integrate Retool with Infusionsoft by Keap, enabling enhanced data-driven functionalities in your Retool applications. Always consult both Retool and Keap documentation for updates on any changes to supported features and auth procedures.