Keap

Keap (formerly Infusionsoft) is a CRM and marketing automation platform built for small businesses. Advanced Form Integration sends form submissions to Keap as new contacts, with optional tag application.

What you’ll need

• An active Keap account.
• The Advanced Form Integration plugin installed and activated.

Connect Keap to AFI

1. In WordPress, go to AFI → Settings → Keap.
2. Click Connect with Keap.
3. Sign in to Keap and authorize.
4. AFI shows Connected.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Keap.
4. In Task, choose Create Contact or Apply Tag.
5. Map the form fields:

• Email (required), First Name, Last Name, Phone, Company.
• Tags: comma-separated tag IDs.
• Custom contact fields by name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Goal: when a new contact opts in for the Premium offer, also apply the premium-prospect tag in Keap.

Open the Conditional Logic panel, add a condition with the offer field, Equal To, value Premium. In the Apply Tag task, set the tag ID for premium-prospect.

Related docs

• Send Contact Form 7 to Keap
• Send WPForms to Keap
• Conditional Logic