• Skip to main content
  • Skip to footer

CRM for Small Business

Industry-Specific Infusionsoft Marketing Systems and Training

  • Keap & Stripe
  • Keap & GoCardless
  • Keap & ACH
  • Keap & Direct Mail
  • Testimonials
  • Contact

Integrate ACH payments with Keap

GoCardless is a global bank debit network, designed to rival credit and debit cards. It is particularly suited to taking subscription, membership and instalment payments, and processes more than $20bn in transactions a year on behalf of 60,000 business customers around the world. In the US, these transactions are done in the form of ACH payments.

Our business, CRM for Small Business, has developed an integration with Keap and GoCardless using the integration that you’ll be able to take ACH payments securely and cost-effectively using GoCardless.

You will be able to view and manage your customers, payment history and any issues in GoCardless.

If payments fail, GoCardless can manage those processes using a service called ‘Success+‘ that automatically retries to bill at a time the service predicts it will be most successful (it can be switched on easily). If a customer updates their payment details GoCardless will manage this process. If a customer cancels a mandate, GoCardless will notify you via email, and our integration will also automatically update the Keap contact record.

Book a call to discuss your implementation

If this sounds interesting to you, to discuss this in the context of your own business please just click the button to arrange a call:

Book 20-Minute Call With Gareth

What does our GoCardless ACH to Keap integration do?

Using our GoCardless ACH to Keap integration, GoCardless will manage all payment and billing management activities for your business instead of you managing them in Keap. Keap handles this the other way around. We strongly believe that payments and billing management should happen on – or as close to – the service where they take place.

When somebody places an order on a GoCardless ACH payment link form (one-off or subscription), our integration notifies Keap via Keap’s API. This will create or update contacts in Keap, add some related customer information to custom fields and apply tags that can trigger automations to help you fulfil the order and serve the customer. At any time, you can view and manage your customers, payment histories and any issues in GoCardless.

If payments fail GoCardless can manage those processes and / or we can notify your Keap account via the API so that both services stay in sync.

GoCardless developers since 2013

Since we first integrated Infusionsoft with GoCardless in 2013 and built credibility in that space, we’ve processed millions of dollars in payments with that integration.

In 2019, GoCardless launched its ACH service in the US, and now supports eight currencies (GBP, EUR, SEK, DKK, AUD, NZD, CAD and USD) for businesses operating in 31 countries.

So it’s no surprise that since shortly after that launch, I’ve been asked on a number of occasions to also develop GoCardless integrations to help Infusionsoft customers to take payments in currencies that Infusionsoft didn’t offer, or, on occasion, to help users get paid in multiple currencies, which Infusionsoft did not, and Keap still does not support.

What does our GoCardless Keap integration cost?

The investment you will make to implement GoCardless directly in your business depends on a number of factors:

  1. What range of integration settings and functions you want to use;
  2. How much implementation support you need – to set up product, payment links, branding settings etc;
  3. Who’ll host the solution – us or you;
  4. How you want to pay for it – as an ongoing monthly SaaS with ongoing technical support, like how you buy Keap; or as a one-off investment where you support the solution ongoing.

If you’re experiencing costly payment failures, then you can expect to see a return on investment very quickly. If you’re currently paying for two Keap applications, expect to see a return on investment well within the first year.

How does the GoCardless integration with Keap implementation work?

In terms of implementing the GoCardless / Keap integration, this is the process we will follow with you:

  1. We’ll have an initial discussion call and explore what you need.
  2. If it looks like you’d benefit from the integration service, we’ll arrange to have a further, more detailed scoping discussion.
  3. If we’re in agreement that the solution will work for you, we’ll prepare a quote that will detail the implementation plan.
  4. Upon agreement, we’ll set up your integration, import products from your Keap account, configure settings and tags, and test that the integration works.
  5. We’ll prepare a ‘Help Guide’ document that summarises and links to management settings.
  6. We’ll run a training session with you, recording the session so that you have it for future reference.
  7. We’ll be responsive to questions you have or support your needs post go-live.
  8. We’ll hold review sessions with you every month for the first 3 months after implementation, so that any questions that come up can be answered, improvements be made or plans for growing the services you use can be set.

Next steps: how to get started

If this sounds interesting to you, to discuss this in the context of your own business please just click the button to arrange a call:

Book 20-Minute Call With Gareth

Footer

Get In Contact

Tel: 07773 767 502

CRM for Small Business Ltd

46 Dragon Avenue

Harrogate

North Yorkshire

HG1 5DT

About

CRM for Small Business is an Infusionsoft by Keap Certified Partner, and Keap Certified Partner.

We help UK-based users to implement Infusionsoft and integrate with common web services like Stripe, GoCardless and Docmail so they serve their clients more professionally and get paid quicker.

Connect With Gareth

  • Facebook
  • LinkedIn
  • Twitter

Company Registration

CRM for Small Business Ltd is a limited company registered in England, Company Number: 07113635

© 2022 · CRM for Small Business Ltd ·

  • Our Core Values
  • Terms and Conditions
  • Privacy Policy
  • Copyright Notice