Infusionsoft provides powerful email and CRM tools in an all-in-one package. Using our integration, you can add leads directly to your web forms or sequences in Infusionsoft. Let’s get started!
The fine print
- Infusionsoft is available with all of our conversion tools: Drag & Drop and Standard Leadpages, Leadboxes, Leaddigits, and Leadlinks.
Integrate your account
Before sending leads to Infusionsoft, you’ll need to connect your account to Leadpages. Here’s how to integrate with both of our builders at the account level:
Drag & Drop Builder
To use Infusionsoft with Drag & Drop Leadpages or Leadboxes, follow our guide here: Connect Your Integrations: Drag & Drop. You’ll be prompted to log into your Infusionsoft account, but won’t need any additional information to connect.
To use Infusionsoft with Standard Leadpages, Leadboxes, Leaddigits, or Leadlinks, you’ll need to connect your account with our standard system. Our general guide here will show you how: Connect Your Integrations.
Before you start, there are a few pieces of information you’ll need from Infusionsoft:
Once you have your Infusionsoft app name and API key, follow our steps here to connect to Leadpages.
Send leads to Infusionsoft
Now that your Infusionsoft account is connected to Leadpages, you can use it with any of your pages, forms, and more.
We have a full guide that covers how to configure your integration settings in each of our tools here: Choose a Destination For Your Leads.
Drag & Drop tools
Our Drag & Drop forms use a tag-based Infusionsoft integration. When your visitors opt in, they’ll appear in your contact database with any tags you select.
Tags are a powerful way to segment contacts and automate marketing tasks. Learn more in Infusionsoft’s Help Center:
Your Infusionsoft tags will appear in the integrations drop-down menu as you set up your form. Select up to 10 that you’d like to apply, then click Done to save changes.
Migrate from web forms and sequences
Our former integration connected to Infusionsoft’s web forms and sequences. You’ll need to re-configure forms in Leadpages to take advantage of the new tag-based integration.
Here’s how to re-configure your forms:
- Open a Leadpage or a Leadbox where your form is located. Then, click the form to open its settings.
- Select “Infusionsoft” from the integrations tab.
- Click Re-configure Form.
- Select up to 10 tags, then click Done to save your settings.
For more details on configuring integration settings in Drag & Drop Leadpages and Leadboxes, read our guide here.
Standard Builder tools
Our Standard platform connects directly to Infusionsoft web forms and Legacy Sequences.
To connect, select Infusionsoft as the integration for your form, Leaddigit, or Leadlink. Then, select which web form or sequence you’d like to send leads to.
If you use a web form…
- switch the form from Draft to Ready status
- make sure the campaign it belongs to is Published
- opt out of automatic bot detection
You can set up a Legacy Follow-Up Sequence in Infusionsoft under Marketing › Legacy › Add or Copy a Follow-Up Sequence.
We support all of Infusionsoft’s standard fields as well as custom fields from your Infusionsoft account.
If you use the “Lead Source Id” field, you’ll need to take a few extra steps:
- Copy your Lead Source ID from Infusionsoft.
- Paste it into the Lead Source ID field in Leadpages as the default value.
Frequently asked questions
Can I connect directly to a web form or sequence?
You can integrate directly with campaign web forms or sequences, but only in our Standard Builder tools. Our Drag & Drop platform uses a tag-based integration. Learn how to use tag goals.
Why do I need to re-configure my form?
Infusionsoft no longer supports integrating with campaign web forms or Legacy Follow-Up Sequences. Our tag-based integration is more stable and just as powerful as our former form/sequence-based approach.
(Updated October 12, 2017)
Please let us know if you have additional questions.
You can always file a support ticket if you have additional questions by clicking the Support button in your dashboard as shown here or clicking here to file a support ticket.