How to integrate your Readz forms with Infusionsoft
- Need Infusionsoft Account name (found under Your Accounts on infusionsoft’s site [highlighted in red]) Copy and paste, or type, that name into the Readz Infusionsoft Account name field. Need API key (found under Admin>Settings>Application>API>Encrypted Key) The preceding steps can be done either in your Readz publication’s preferences or at the time of creating the infusionsoft form in Readz.
- In the Readz editor, there’s a special form type just for Infusionsoft called “Infusionsoft Form” The infusionsoft form is a pre-made form that meets all the requirements to be compatible with Infusionsoft’s database. It contains an email input field, a first and last name input field, and a telephone input field. You can add another one line text input and assign it to collect company name.
- Drag-and-drop the infusionsoft form onto your Readz page. You’ll be prompted to put in the Infusionsoft account name and API key.
- Then, you can style your form to meet your design needs!
Once you have your form set up, we recommend you test out the integration by using the preview link and filling out the form and submitting. Confirm that your entry made it into Infusionsoft by going to Infusionsoft website > Dashboard > Total Contacts
Infusionsoft is a marketing tool that you can integrate with forms built on Readz. The integration with Readz forms makes it easy to get your form entries automatically onto your Infusionsoft contacts.
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