Infusionsoft

Follow the below steps to connect to the Infusionsoft API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Infusionsoft as the Integration Provider.

Step 2. Connect to the Infusionsoft API

1. Go to Keap Developer Account and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Apps.
3. Click the + New App button.
4. Fill out the required details, and be sure to enable APIs (small green icon button).
5. Click the Create button.
6. Copy the Key from Infusionsoft and paste in the Client ID field in Formie.
7. Copy the Secret from Infusionsoft and paste in the Client Secret field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Infusionsoft, where you must approve Formie to access your Infusionsoft account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.