“Elementor Pro Form Widget - Infusionsoft (Keap) CRM - Integration” Documentation by “itgalaxycompany” v1.0.0

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“Elementor Pro Form Widget - Infusionsoft (Keap) CRM - Integration”

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Table of Contents

1. About
2. Step 1 - Integration
3. Step 2 - Form action after submit
4. Additional information

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A) About - top

The main task of this plugin is send your `Elementor Pro Form Widget` forms directly to your Infusionsoft (Keap) CRM account.

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B) Step 1 - Integration - top

Go to the `Elementor` -> `Infusionsoft`.

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

1. 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
2. Create App in Infusionsoft (Keap) to get `API Key` and `API Secret` - https://keys.developer.keap.com/my-apps
   1. Click button "+ NEW APP"
   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)
   3. "APIs" - Enable (don't forget to enable access to API)
   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.

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C) Step 2 - Form action after submit - top

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).

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D) Additional information - top

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 Infusionsoft (Keap).

Additional shortcodes

• [utm_source]
• [utm_medium]
• [utm_campaign]
• [utm_term]
• [utm_content]
• [roistat_visit]
• [gaClientID]

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