Elementor Pro Form Widget - Infusionsoft (Keap) CRM - Integration - Instructions

Step 1 – Installation

Note: This plugin requires the Elementor Pro plugin.

WordPress admin dashboard:

Go to `Plugins` -> `Add New`.
Click `Upload Plugin`.
Upload `Elementor Pro Form Widget – Infusionsoft (Keap)CRM – Integration` plugin zip file.
Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

Unzip `Elementor Pro Form Widget – Infusionsoft (Keap) CRM – Integration` plugin zip file.
Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
Go to `Admin` -> `Plugins` and activate it.

Step 2 – Crm integration settings

Go to the `Elementor` -> `Infusionsoft`

Next, you need to get and fill in the values `API Key` and `API Secret`.

Create an Infusionsoft Developer Account https://keys.developer.keap.com/accounts/create or login if you already have an Infusionsoft Developer Account https://keys.developer.keap.com/accounts/login
Create App in Infusionsoft (Keap) to get `API Key` and `API Secret` – https://keys.developer.keap.com/my-apps
2.1. Click button “+ NEW APP”
2.2 Fill in the fields “App Name” and “Description” (this is necessary for you, so you could understand what it is if you added several applications)
2.3 “APIs” – Enable (don’t forget to enable access to API)
2.4 Click “Save” (create)

Go back to settings on site and insert the values `API Key` and `API Secret`. These values can be obtained from the application page that you added.

Click “Authorize” (or “Re-authorize“) button.

If you’ve made changes to the fields in CRM, you need to reset the field cache on the site, so that the changes are reflected in the form settings. Button – Reload fields data from CRM

Step 3 – Form action after submit

Open to edit the page with the form that you want to send to the Infusionsoft (Keap).

Click on the form and click on section `Actions After Submit` on the left. Click in the `Add action` field and select the type you need.

After selecting a section will appear with fields to fill.

Below is an example of the filled-in fields.

Fill fields and click “Update” button.

When sending the form, the data will be transferred to Infusionsoft (Keap).

Additional information

Where can I find the shortcode field to insert?

Open section `Form Fields`, click on the desired field, switch to the tab `Advanced`. In the field `Shortcode` there is a shortcode that can be inserted into the fields for the Pipedrive.