Add a contact to a tag in Keap/Infusionsoft when a specific Forminator form is submitted
When a specific Forminator form is submitted.
Add a contact to a tag in Keap/Infusionsoft
Forminator → Keap/Infusionsoft
Connect Forminator to Keap/Infusionsoft
Send Forminator submissions to your contacts in Keap/Infusionsoft. Choose the form, match the details, and manage the automation from your WordPress dashboard.
Requires Noptin Premium, Forminator, and an account with Keap/Infusionsoft.
ForminatorSomeone submits your selected form
Keap/InfusionsoftCreate or update a contact in Keap/Infusionsoft
Set up and manage the rule in WordPress.
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Your form is the starting point.
Keep collecting enquiries and signups with Forminator. Use Noptin to decide what happens next in Keap/Infusionsoft, without copying each submission by hand.
Make the handoff your own
- Create or update a contact in Keap/Infusionsoft using submitted details.
- Add a contact to a tag in Keap/Infusionsoft.
- Add a contact to a campaign in Keap/Infusionsoft.
- Choose a specific form and map the details it collects.
How to connect Forminator to Keap/Infusionsoft
Follow these steps to create or update a contact in Keap/Infusionsoft when someone submits your Forminator form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install Noptin
Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Choose your Forminator form
Go to Noptin → Automation Rules and create a rule. Search for Forminator and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Choose your Keap/Infusionsoft action
Search for Keap/Infusionsoft and select Keap/Infusionsoft > Create/Update Contact. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Fill in the contact fields shown by the action. Map the email field to the submitted email address, then map any other details you want to send.
Review, test, and activate
In the automation editor, use conditions to choose which submissions run the action. For newsletter signups, add a condition so the action runs only when the signup checkbox is checked. Test the form with and without the checkbox selected.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with an address you control, then check the contact, mapped fields in Keap/Infusionsoft.
Before you connect
Can I use a form I already have?
Yes. Select an existing Forminator form in the rule. Check that it collects the fields required by your Keap/Infusionsoft action.
Will every submission run this automation?
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
What happens if the contact already exists?
Use Keap/Infusionsoft > Create/Update Contact for an existing contact. Review its field settings and test with an existing email before enabling it for visitors. For tag, campaign actions, check the settings for a missing contact; do not assume that every action creates one.
What do I need to buy?
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Keap/Infusionsoft account. See the current Noptin plans for pricing.
Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a contact in Keap/Infusionsoft when a specific Forminator form is submitted
- When a specific Forminator form is submitted.
- Create or update a contact in Keap/Infusionsoft
Add a contact to a campaign in Keap/Infusionsoft when a specific Forminator form is submitted
- When a specific Forminator form is submitted.
- Add a contact to a campaign in Keap/Infusionsoft
Supported triggers and actions
Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When this happens (1)
- When a specific Forminator form is submitted.
Do this (6)
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
- Add a contact to a tag in Keap/Infusionsoft
- Remove a contact from a tag in Keap/Infusionsoft
- Add a contact to a campaign in Keap/Infusionsoft
- Remove a contact from a campaign in Keap/Infusionsoft
Connect Forminator to Keap/Infusionsoft
Send Forminator submissions to Keap/Infusionsoft automatically and spend less time copying details by hand.
See plans and pricing