Fluent Forms → Keap/InfusionsoftEvents and actions

Use Fluent Forms submissions to automate Keap/Infusionsoft

Add people to Keap/Infusionsoft when they submit your Fluent Forms form. Choose the form and destination, match the email field, then test it.

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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 Fluent Forms form is submitted

  1. When a specific Fluent Forms form is submitted.
  2. Add a contact to a Campaign in Keap/Infusionsoft

Add a contact to a Tag in Keap/Infusionsoft when a specific Fluent Forms form is submitted

  1. When a specific Fluent Forms form is submitted.
  2. Add a contact to a Tag in Keap/Infusionsoft

Create or update a contact in Keap/Infusionsoft when a specific Fluent Forms form is submitted

  1. When a specific Fluent Forms form is submitted.
  2. 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

Fluent Forms events

Forms

1 event

  • When a specific Fluent Forms form is submitted.

About this connection

How the two tools fit together

Fluent Forms: Contact Form By Fluent Forms is the advanced Contact form plugin with drag and drop, multi column supported form builder plugin.

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 Fluent Forms 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 Fluent Forms and Keap/Infusionsoft with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
  3. Install and set up Fluent Forms on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Select the Fluent Forms form whose submissions should start the automation.
  2. Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
  3. 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.

Ready to connect Fluent Forms and Keap/Infusionsoft?

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