Integrating with Infusionsoft

IMPORTANT: Before starting work, have your Infusionsoft API key at hand! Generating Your Infusionsoft API Key Go to Admin >Settings 86-1.png Copy this string into a text file so you'll have it when you need it: 86-2.png Connecting your Heroic form with Infusionsoft To connect your Heroic form with Infusionsoft, go to the form you want to set up: Click the Setup button 86-3.png Alternatively, click Setup in the button toolbar and Click Here to Connect Form in the left panel 86-4.png In the Setup Form: Under Choose Integration, select InfusionSoft Enter a name for your integration so you can find it later Enter your InfusionSoft App Name -- it will be in the format of "ab123". (You can find this in your Infusionsoft URL: https://ab123.infusionsoft.com) Paste in your Infusionsoft API Key Click Continue to Step 2 86-5.png Decide what should happen after the Contact is added to your Infusionsoft account. You can choose a tag to apply, or a campaign to start. (Applying a tag is the most common action, because the Tag Goal allows you to start virtually any followup action in Infusionsoft) Match up your Heroic form fields with your Infusionsoft fields. (NOTE: We automatically connect up the common fields for you, to save you time, but if you wish to adjust a match, feel free) In the final step, Post Submission Settings, choose the page your visitor should be sent to AFTER they submit the form. 86-6.png Click Finish Setup Your form is now set up and good to go!

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