Add a contact to a Tag in Keap/Infusionsoft when a specific Happyforms form is submitted
When a specific Happyforms form is submitted.
Add a contact to a Tag in Keap/Infusionsoft
Happyforms → Keap/InfusionsoftEvents and actions
Use Happyforms submissions to automate Keap/Infusionsoft
Add people to Keap/Infusionsoft when they submit your Happyforms form. Choose the form and destination, match the email field, then test it.
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Automation ideas
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 Happyforms form is submitted
- When a specific Happyforms form is submitted.
- Create or update a contact in Keap/Infusionsoft
Add a contact to a Campaign in Keap/Infusionsoft when a specific Happyforms form is submitted
- When a specific Happyforms form is submitted.
- Add a contact to a Campaign 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
Happyforms events
Forms
1 event
- When a specific Happyforms form is submitted.
About this connection
How the two tools fit together
Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.
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 Happyforms 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 Happyforms 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 Happyforms and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Happyforms 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 Happyforms form whose submissions should start the automation.
- Choose a Keap/Infusionsoft action from 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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