Save time and energy with Typeform and Keap (formerly Infusionsoft). Now you can use Typeform’s great conversational interface to collect leads and get them automatically added to your Keap account.
What you need:
- A Typeform account
- A Keap (formerly Infusionsoft) account
- A typeform with an email question.
How to set up the Infusionsoft integration
1. Open the Typeform that you want to integrate with Keap (formerly Infusionsoft) from your Workspace. Click Connect at the top of the interface to see our integrations.
2. Find Keap (formerly Infusionsoft) among the list of integrations and click the Connect button to get started.
3. Now we’ll ask you to add your Keap account. Click Add account.
4. Next you need to give Typeform permission to access your Keap account. This lets us send data into your account. Click Allow to continue.
5. Map your Typeform questions to Keap properties using the dropdown menus. To create or update a contact record in Keap, you must map an email address question to a Keap email property.
You can also use a URL parameter as your email field, but keep in mind that if the field doesn't contain a valid email address for a particular respondent, that respondent's information won't be sent through to Keap.
You can map as many questions as needed to contact properties, or map only an email address if that’s the only information you want to collect. When you’re finished, click Next.
Keap uses the respondent’s email address to determine whether to create or update a contact. If no matching contact exists in Keap, the integration creates a new one. If a contact with the same email address already exists, it updates that contact with the mapped information.
8. You can also add a tag to contacts collected with your typeform. Choose a Keap tag from the dropdown, and then click Finish.
9. Your integration is active. The Connect panel will now display the Keap integration with a toggle. Click this to turn your integration on or off. The three-dot button lets you delete it: