# HYROS Installation: Keap/InfusionSoft

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## STEP 1: Track Your Keap Pages

**If automating:**
Add the Universal Script to the Header area of your Infusionsoft order forms via Order Forms → HTML Areas.

**If guiding user:**
1. "In Infusionsoft, go to Order Forms"
2. "Select the order form you want to track"
3. "Go to HTML Areas"
4. "Copy your HYROS Universal Tracking Script"
5. "Paste the tracking script into the Header area of the order form"
6. "Save your changes"

**Script URL:** https://app.hyros.com/public/tracking/universal

**If using an external checkout page (e.g., ClickFunnels) that integrates with Infusionsoft:**
1. "Paste the HYROS Universal Tracking Script into the header of the checkout page"
2. "Ensure the script is placed on any page where the order form exists"

→ Confirm: "Is the tracking script added to your order forms?"

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## STEP 2: Create the Integration Inside HYROS

**If automating:**
Navigate to HYROS Settings → Integrations, search for Keap/Infusionsoft, create the integration, and authenticate with your Keap account.

**If guiding user:**
1. "Open your HYROS account"
2. "Go to Settings → Integrations"
3. "Search for Keap/Infusionsoft"
4. "Click Create Integration"
5. "Name the integration 'Keap/Infusionsoft' (or any name you prefer)"
6. "You will be redirected to the Keap/Infusionsoft login page"
7. "Log in to your Keap/Infusionsoft account to complete the connection"

→ Confirm: "Is the Keap/Infusionsoft integration created and connected?"

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## Source
Synced from: docsContent.ts (infusionsoftKeapGuide)
Last synced: 2026-01-03