Our integration with Infusionsoft works by sending new Leads to Infusionsoft and marking them with whatever tags you specify. This allows you to set up campaign actions or goals that are triggered when a particular tag is applied. If you require more help setting up an Infusionsoft campaign, please contact Infusionsoft.
While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:
If you have already connected your Infusionsoft account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
If you go to the main Integrations dashboard to connect, look for Infusionsoft in the page integrations list.
Sign in and connect the account. This step is done once per workspace. When you have connected the account, come back to the slideout menu for the page you want to integrate with Infusionsoft and continue with the steps below.
Our direct integration is using the API of Infusionsoft and in order to correctly connect your Infusionsoft account, you need to be the Infusionsoft account owner or a team member/user with API permissions.
NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list.
Choose the tag you want to use. Note that only tags that have a category assigned are visible in our direct integration;
Now you need to map the fields to match;
Make sure all the Infusionsoft fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the data submitted in that field will not be sent to Infusionsoft.
The Auto Generate option will create a text field inside your integration.
You can only map fields that were created under a Contacts record type.
Note that we support a limit of 100 custom fields. If you have more than 100 custom fields your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
If you went through all the steps, click on FINISH and you should see a confirmation message.
Then click on CLOSE.
In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.