Infusionsoft

Connect Infusionsoft to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

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. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.