Keap (Infusionsoft)

Our direct integration makes it easier than ever to connect Keap (Infusionsoft) with your forms!

Connect Keap (Infusionsoft) to Paperform

  1. In the Form Editor navigate to After Submission → Integrations & Webhooks.
  2. Click on "Keap (Infusionsoft)" under the heading "Direct Integrations". Choose from the list of possible actions on the dropdown list provided.

An image showing the button to add new actions for a Keap (Infusionsoft) integration, which has the Keap (Infusionsoft) logo and a title with the text "Keap (Infusionsoft)".

  1. Click on "Add Account +" to connect your Keap account, prompting a popup window to appear requesting you log in and give permission for Paperform to connect your Keap account.

An image showing the pop-up required for connecting Keap (Infusionsoft) to Paperform.

  1. Once the popup window closes, your account will be successfully connected to Paperform!

You can remove or rename your Keap (Infusionsoft) account at any time in your account settings, but note this will also affect any forms using this integration connection.

Setting up an Integration Action

Our Keap (Infusionsoft) direct integration is built to be flexible around your use case, so we offer a number of different actions and functions.

Below you'll find an example of how to configure one of these actions.

Create or update a contact

This action will add a recipient to the campaign of your choice using the answers passed through your form submissions.

After setting up your Keap (Infusionsoft) connection for the action, complete the fields presented. The list of fields and what they do can be found below;

  • Email - The contact email address.
  • First Name - The contact's first name.
  • Last Name - The contact's last name.
  • Company - The company name for the contact.
  • Job Title - The contact's job title.
  • Phone Numbers - The phone numbers for this contact.
  • Opt In Reason - The reason why this contact has opted-in (e.g. "Customer opted-in through webform").
  • Birthday - The contact's birth date.
  • Middle Name - The contact's middle name.
  • Preferred Name - The contact's preferred name.
  • Custom Fields - A list of supported custom fields for your contact, imorted from Keap (Infusionsoft).

Once you have finished configuring the action, click the "Send Test" button at the bottom to test out the action. If you're happy with the results, click "Create" to finish setting up the action. This will automatically be live for future submissions.

Considerations

Sending a Test for your action

For the "Send Test" button to work, you must have a recent submission that contains data for the fields being used in your integration action.

If you don't have a recent submission with the correct data set then you may encounter unexpected behaviors with integration action, or it may outright fail.