If you are a subscriber to leading equine platform Prism, then we have fully integrated your Keap App with your Prism portal.

Owners in Prism can be added to Keap upon the click of a button.

Contacts in Keap can be added into Prism as Owners, when the ‘Sync With Prism’ custom field is set to YES.

Thereafter, all contact records are automatically kept in sync between both systems.

Sync all new Owners and Horse Tags from Prism to Keap

Regularly synchronise new owners entered into Prism, to Keap.

Click on the Prism logo in your Prism portal, then navigate to the CRM dashboard. Click the Sync To Keap button.

Note: In your Prism staff permissions, ensure you grant ‘Infusionsoft’ permissions to any staff member who needs to periodically run this Prism > Keap sync process. (Infusionsoft is the old name of Keap).

We recommend performing this sync relative to how often you add owners and horses into your Prism account – weekly during the peak yearling sales season, or perhaps monthly thereafter.

Any owner manually added into Prism is added to Keap during this sync process, along with their personal details (see list at the bottom of this article for all the data fields).

Once this sync process is complete, Prism Owners and Keap contacts will remain ‘in sync’. A change in one system updates the other within minutes.

For each active horse that exists in Prism, a corresponding tag will be created in Keap (in the ‘Horse’ tag category).

When a horse is registered (named) the corresponding tag in Keap will automatically update to match the horse name in Prism.

When a horse is archived in Prism, the corresponding tag in Keap will be deleted.

Each owner of an active horse in Prism receives the horse tag applied to their contact record in Keap to show which horses they own. You cannot see what share percentage a contact owns in each horse in Keap, however.

The integration also applies the ‘Subscribed’ tag to those contacts in Keap, should you wish to request contacts to confirm their email address or send them any welcome emails from Keap.

Sync selected Contacts from Keap to Prism

Contacts in Keap can also be easily added into Prism as owners.

In your Keap account we have added a custom field called Sync With Prism. It is a YES/NO field.

By simply changing this field to YES, that contact will be added as an owner in your Prism portal within minutes.

You can update the Sync With Prism field to YES manually on a contact, or update many contacts in bulk, or update in an automation sequence after a contact places an order for a share in a horse (preferred). Speak to our implementation consultants about setting up that process.

What data is synchronised between Prism and Keap?

Once owners in Prism are added to Keap as contacts, and selected Keap contacts are added to Prism as owners, the following data is constantly and immediately kept in sync between Prism and Keap.

As soon as any data changes in one system, the owner/contact data will update in the other system within minutes.

You can also choose 6 custom fields on contact records in Keap, to sync to Prism owner profiles (in addition to the standard contact details fields). This is very useful to be able to view the most important contact data in your Prism desktop or mobile app.

Prism Owner Profile	Sync direction	Keap Contact Record
Primary Email Address	< >	Email 1 (defaults to Email Work) Additional email addresses in either system are not synced *
First Name, Middle Name, Last Name	< >	First Name, Middle Name, Last Name
Phone Number	< >	Phone1
Address, Suburb, State, Postcode, Country	< >	Billing Address 1, Billing City, Billing State, Billing Postcode, Billing Country
Account Manager	< >	Owner (Keap User assigned as the ‘owner’ of each contact – rarely used)
Spouse	< >	Spouse
Date of Birth	< >	Date of Birth
	>	Contact Type set to ‘CLIENT’ during nightly automations. Only active owners in active horses, are set to ‘CLIENT’.
Ranking (Platinum, Gold, Silver, Bronze)	< >	Ranking (Platinum, Gold, Silver, Bronze)
Nett Ownership Score	>	Nett Ownership Score
Owner User ID	< >	Owner User ID
Horses Owned	>	Horse tags applied
6 additional custom fields of your choosing	< >	5 additional custom fields of your choosing. Speak to our consultants who can setup the two-way sync of 5 additional custom fields between Keap and Prism. These fields will appear on Prism owner profile (desktop & mobile app)

* Note that additional email addresses on an owner profile in Keap are NOT sync’d to Keap, and vice versa. Keap Emails are not sent to additional email addresses, so we do not pass additional emails to Keap contact records. We recommend additional email addresses be added into Prism as separate Owners in Prism, which are therefore synchronised with Keap contacts.