IMPORTANT: Before starting work, have your Infusionsoft API key at hand!

Generating Your Infusionsoft API Key

• Go to Admin > Settings

• Copy this string into a text file so you'll have it when you need it:

Connecting your Heroic form with Infusionsoft

To connect your Heroic form with Infusionsoft, go to the form you want to set up:

• Click the Setup button

• Alternatively, click Setup in the button toolbar and Click Here to Connect Form in the left panel

In the Setup Form:

• Under Choose Integration, select InfusionSoft
• Enter a name for your integration so you can find it later
• Enter your InfusionSoft App Name -- it will be in the format of "ab123". (You can find this in your Infusionsoft URL: https://ab123.infusionsoft.com)
• Paste in your Infusionsoft API Key
• Click Continue to Step 2

• Decide what should happen after the Contact is added to your Infusionsoft account. You can choose a tag to apply, or a campaign to start. (Applying a tag is the most common action, because the Tag Goal allows you to start virtually any followup action in Infusionsoft)
• Match up your Heroic form fields with your Infusionsoft fields. (NOTE: We automatically connect up the common fields for you, to save you time, but if you wish to adjust a match, feel free)
• In the final step, Post Submission Settings, choose the page your visitor should be sent to AFTER they submit the form.

• Click Finish Setup

Your form is now set up and good to go!