Do you want to level up your lead generation by adding your contacts to InfusionSoft? WPForms allows you to integrate Infusionsoft through Zapier. After the integration, you can start creating Infusionsoft form right from your WordPress dashboard.
In this article, we’ll show you how to create a custom WordPress Infusionsoft form quickly using WPForms.
Why Create a WordPress Infusionsoft Form?
Infusionsoft allows you to collect all your contact details in a single place and deliver personalized service to them and close more deals.
With WPForms, you can connect directly to Infusionsoft and begin integrating your lead generation strategy with your WordPress pages. With this integration, any time a user fills out your WordPress opt-in form will be automatically added into your Infusionsoft account.
Let’s take a look at the step by step guide below.
Creating a WordPress Infusionsoft Form
After the installation, you’ll need to create a form.
While creating a form, you might choose Newsletter Signup Form as your form template for convenience.
For more detailed steps, see our tutorial on creating a simple form in WPForms.
In order to add new contacts to your Infusionsoft account from your newsletter signup form, you’ll need to install and activate the Zapier addon on your site.
The Zapier addon lets you connect your WordPress forms to over 1,500+ web apps, including things like Google Calendar, Jira, and the Infusionsoft app.
For more help with this step, you can check out our tutorial on how to install and use the Zapier addon.
Now let’s take a look at how to connect WordPress forms to Infusionsoft.
Log in to your Zapier account and click the Make a Zap button in the top navigation.
Then, follow Zapier’s step by step guide to create a Zap. To see screenshots of every step, you can refer to our tutorial on using Zapier with WPForms.
Make sure to choose the Newsletter Signup Form you just created, when you’re in the Edit Options step. You must have at least one test entry on your form before fetching existing entries.
You should then see a successful confirmation message.
Connecting Your WordPress Forms to Infusionsoft
Now that you’ve connected Zapier to the WPForms plugin, the next thing you need to do is to connect WPForms to Infusionsoft.
Let’s find Infusionsoft app using the search bar and choose it as the action app.
Then, you’ll be asked to select Infusionsoft action. As we are looking to add a new subscriber to your Infusionsoft list, let’s choose Create/Update Contact and click Continue.
Now you need to connect your Infusionsoft account to Zapier. To do this, you’ll need to authorize Zapier to access your Infusionsoft data. After allowing Zapier to access your Infusionsoft application, click Continue.
Now you’ll be asked to set up Infusionsoft contact. In this step, you’ll need to connect each newsletter form field you just created with WPForms to the appropriate Infusionsoft field. No other fields are required except the Email field. Then proceed to the next step.
If you want to test whether the integration is working to send contacts to Infusionsoft, click on Test.
To verify the data in your Infusionsoft account, log into Infusionsoft and click the Contacts tab. If integration is working, you can see the imported contact in your account.
You’ve just tested the Infusionsoft app on Zapier successfully.
In the final step, make sure to turn on your Zap. You can also give your Zap an appropriate name. By turning on Zap, you can automatically send contacts to your Infusionsoft account whenever your visitors submit the form on your site.
That’s it! Now anytime someone fills out your form, they will be added as a subscriber in your Infusionsoft database, so you can keep in touch with email marketing.
Want to get more value from your client forms? Check out these web form hacks to unlock hidden customer data.
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