Add a contact to a Tag in Keap/Infusionsoft when a specific Convert Pro form is submitted
When a specific Convert Pro form is submitted.
Add a contact to a Tag in Keap/Infusionsoft
Convert Pro → Keap/InfusionsoftEvents and actions
Use Convert Pro submissions to automate Keap/Infusionsoft
Add people to Keap/Infusionsoft when they submit your Convert Pro form. Choose the form and destination, match the email field, then test it.
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Convert Pro→Keap/Infusionsoft
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a Campaign in Keap/Infusionsoft when a specific Convert Pro form is submitted
- When a specific Convert Pro form is submitted.
- Add a contact to a Campaign in Keap/Infusionsoft
Create or update a contact in Keap/Infusionsoft when a specific Convert Pro form is submitted
- When a specific Convert Pro form is submitted.
- Create or update a contact in Keap/Infusionsoft
Available in Noptin
Keap/Infusionsoft actions
Contacts
2 actions
View actions
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
Tags
2 actions
View actions
- Add a contact to a Tag in Keap/Infusionsoft
- Remove a contact from a Tag in Keap/Infusionsoft
Campaigns
2 actions
View actions
- Add a contact to a Campaign in Keap/Infusionsoft
- Remove a contact from a Campaign in Keap/Infusionsoft
Available in Noptin
Convert Pro events
Forms
1 event
- When a specific Convert Pro form is submitted.
About this connection
How the two tools fit together
Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.
Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.
What information can you send?
First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Keap/Infusionsoft.
Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Convert Pro and Keap/Infusionsoft with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Convert Pro and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Convert Pro on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Select the Convert Pro form whose submissions should start the automation.
- Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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